GWS
Glassman Wealth Services’s L3Harris LHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,279
| Closed | -$269K | – | 1083 |
|
|
2023
Q4 | $269K | Buy |
1,279
+7
| +0.6% | +$1.47K | 0.04% | 149 |
|
|
2023
Q3 | $221K | Buy |
1,272
+89
| +8% | +$15.5K | 0.04% | 154 |
|
|
2023
Q2 | $232K | Sell |
1,183
-54
| -4% | -$10.6K | 0.04% | 151 |
|
|
2023
Q1 | $243K | Sell |
1,237
-148
| -11% | -$29K | 0.04% | 142 |
|
|
2022
Q4 | $288K | Buy |
1,385
+143
| +12% | +$29.8K | 0.05% | 130 |
|
|
2022
Q3 | $258K | Buy |
1,242
+12
| +1% | +$2.49K | 0.05% | 118 |
|
|
2022
Q2 | $297K | Buy |
1,230
+22
| +2% | +$5.31K | 0.06% | 114 |
|
|
2022
Q1 | $300K | Sell |
1,208
-2
| -0.2% | -$497 | 0.05% | 121 |
|
|
2021
Q4 | $258K | Buy |
1,210
+166
| +16% | +$35.4K | 0.05% | 127 |
|
|
2021
Q3 | $230K | Buy |
1,044
+17
| +2% | +$3.75K | 0.05% | 133 |
|
|
2021
Q2 | $222K | Buy |
1,027
+146
| +17% | +$31.6K | 0.05% | 129 |
|
|
2021
Q1 | $179K | Buy |
881
+43
| +5% | +$8.74K | 0.04% | 153 |
|
|
2020
Q4 | $158K | Buy |
838
+79
| +10% | +$14.9K | 0.04% | 164 |
|
|
2020
Q3 | $129K | Sell |
759
-13
| -2% | -$2.21K | 0.04% | 167 |
|
|
2020
Q2 | $131K | Sell |
772
-18
| -2% | -$3.05K | 0.04% | 145 |
|
|
2020
Q1 | $142K | Sell |
790
-165
| -17% | -$29.7K | 0.05% | 127 |
|
|
2019
Q4 | $189K | Sell |
955
-1
| -0.1% | -$198 | 0.07% | 123 |
|
|
2019
Q3 | $199K | Buy |
956
+276
| +41% | +$57.5K | 0.08% | 107 |
|
|
2019
Q2 | $129K | Buy |
680
+135
| +25% | +$25.6K | 0.05% | 144 |
|
|
2019
Q1 | $87K | Buy |
545
+3
| +0.6% | +$479 | 0.04% | 178 |
|
|
2018
Q4 | $73K | Sell |
542
-26
| -5% | -$3.5K | 0.04% | 165 |
|
|
2018
Q3 | $96K | Hold |
568
| – | – | 0.04% | 163 |
|
|
2018
Q2 | $82K | Hold |
568
| – | – | 0.04% | 153 |
|
|
2018
Q1 | $92K | Buy |
568
+26
| +5% | +$4.21K | 0.06% | 132 |
|
|
2017
Q4 | $77K | Hold |
542
| – | – | 0.05% | 134 |
|
|
2017
Q3 | $71K | Hold |
542
| – | – | 0.05% | 131 |
|
|
2017
Q2 | $59K | Hold |
542
| – | – | 0.04% | 142 |
|
|
2017
Q1 | $60K | Hold |
542
| – | – | 0.04% | 149 |
|
|
2016
Q4 | $56K | Hold |
542
| – | – | 0.04% | 169 |
|
|
2016
Q3 | $50K | Hold |
542
| – | – | 0.04% | 142 |
|
|
2016
Q2 | $45K | Hold |
542
| – | – | 0.04% | 146 |
|
|
2016
Q1 | $42K | Hold |
542
| – | – | 0.04% | 147 |
|
|
2015
Q4 | $47K | Hold |
542
| – | – | 0.04% | 146 |
|
|
2015
Q3 | $40K | Hold |
542
| – | – | 0.04% | 156 |
|
|
2015
Q2 | $42K | Hold |
542
| – | – | 0.03% | 163 |
|
|
2015
Q1 | $43K | Hold |
542
| – | – | 0.03% | 159 |
|
|
2014
Q4 | $39K | Buy |
+542
| New | +$39K | 0.03% | 177 |
|