Glassman Wealth Services’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-399
| Closed | -$23.2K | – | 1221 |
|
|
2023
Q4 | $23.2K | Buy |
399
+39
| +11% | +$2.27K | ﹤0.01% | 652 |
|
|
2023
Q3 | $17.5K | Sell |
360
-98
| -21% | -$4.76K | ﹤0.01% | 687 |
|
|
2023
Q2 | $22.8K | Sell |
458
-3
| -0.7% | -$150 | ﹤0.01% | 590 |
|
|
2023
Q1 | $25.2K | Sell |
461
-149
| -24% | -$8.15K | ﹤0.01% | 582 |
|
|
2022
Q4 | $37.4K | Buy |
610
+219
| +56% | +$13.4K | 0.01% | 492 |
|
|
2022
Q3 | $22K | Buy |
391
+16
| +4% | +$900 | ﹤0.01% | 588 |
|
|
2022
Q2 | $19K | Buy |
375
+102
| +37% | +$5.17K | ﹤0.01% | 643 |
|
|
2022
Q1 | $16K | Buy |
273
+81
| +42% | +$4.75K | ﹤0.01% | 706 |
|
|
2021
Q4 | $13K | Buy |
192
+45
| +31% | +$3.05K | ﹤0.01% | 719 |
|
|
2021
Q3 | $9K | Buy |
147
+18
| +14% | +$1.1K | ﹤0.01% | 797 |
|
|
2021
Q2 | $8K | Buy |
129
+12
| +10% | +$744 | ﹤0.01% | 806 |
|
|
2021
Q1 | $6K | Buy |
117
+21
| +22% | +$1.08K | ﹤0.01% | 827 |
|
|
2020
Q4 | $4K | Buy |
96
+9
| +10% | +$375 | ﹤0.01% | 911 |
|
|
2020
Q3 | $4K | Hold |
87
| – | – | ﹤0.01% | 846 |
|
|
2020
Q2 | $3K | Buy |
87
+15
| +21% | +$517 | ﹤0.01% | 773 |
|
|
2020
Q1 | $2K | Buy |
+72
| New | +$2K | ﹤0.01% | 729 |
|