Glassman Wealth Services’s MKS Inc. Common Stock MKSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-33
| Closed | -$3.4K | – | 1162 |
|
|
2023
Q4 | $3.4K | Sell |
33
-45
| -58% | -$4.63K | ﹤0.01% | 1182 |
|
|
2023
Q3 | $6.75K | Hold |
78
| – | – | ﹤0.01% | 971 |
|
|
2023
Q2 | $8.43K | Hold |
78
| – | – | ﹤0.01% | 856 |
|
|
2023
Q1 | $6.91K | Hold |
78
| – | – | ﹤0.01% | 912 |
|
|
2022
Q4 | $6.61K | Buy |
78
+9
| +13% | +$763 | ﹤0.01% | 951 |
|
|
2022
Q3 | $6K | Sell |
69
-29
| -30% | -$2.52K | ﹤0.01% | 949 |
|
|
2022
Q2 | $10K | Buy |
98
+60
| +158% | +$6.12K | ﹤0.01% | 814 |
|
|
2022
Q1 | $6K | Buy |
38
+11
| +41% | +$1.74K | ﹤0.01% | 970 |
|
|
2021
Q4 | $5K | Buy |
27
+18
| +200% | +$3.33K | ﹤0.01% | 992 |
|
|
2021
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1395 |
|
|
2021
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 1157 |
|
|
2021
Q1 | $2K | Buy |
9
+2
| +29% | +$444 | ﹤0.01% | 1111 |
|
|
2020
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 1243 |
|
|
2020
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 1193 |
|
|
2020
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 1065 |
|
|
2020
Q1 | $1K | Buy |
7
+3
| +75% | +$429 | ﹤0.01% | 930 |
|
|
2019
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1362 |
|
|
2019
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1245 |
|
|
2019
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1248 |
|
|
2019
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1142 |
|
|
2018
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 893 |
|
|
2018
Q3 | – | Sell |
-14
| Closed | -$1K | – | 898 |
|
|
2018
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 686 |
|