Glassman Wealth Services’s Performant Healthcare, Inc. Common Stock PHLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,500
| Closed | -$17K | – | 2087 |
|
|
2023
Q3 | $17K | Hold |
7,500
| – | – | ﹤0.01% | 701 |
|
|
2023
Q2 | $20.3K | Hold |
7,500
| – | – | ﹤0.01% | 618 |
|
|
2023
Q1 | $25.5K | Hold |
7,500
| – | – | ﹤0.01% | 580 |
|
|
2022
Q4 | $27.1K | Hold |
7,500
| – | – | 0.01% | 583 |
|
|
2022
Q3 | $14K | Hold |
7,500
| – | – | ﹤0.01% | 717 |
|
|
2022
Q2 | $20K | Hold |
7,500
| – | – | ﹤0.01% | 628 |
|
|
2022
Q1 | $23K | Buy |
+7,500
| New | +$23K | ﹤0.01% | 612 |
|
|
2021
Q4 | – | Sell |
-5,000
| Closed | -$20K | – | 1970 |
|
|
2021
Q3 | $20K | Hold |
5,000
| – | – | ﹤0.01% | 585 |
|
|
2021
Q2 | $19K | Buy |
+5,000
| New | +$19K | ﹤0.01% | 593 |
|