Glassman Wealth Services’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7
| Closed | -$663 | – | 1378 |
|
|
2023
Q4 | $663 | Buy |
7
+1
| +17% | +$95 | ﹤0.01% | 1656 |
|
|
2023
Q3 | $625 | Buy |
6
+3
| +100% | +$313 | ﹤0.01% | 1687 |
|
|
2023
Q2 | $363 | Hold |
3
| – | – | ﹤0.01% | 1697 |
|
|
2023
Q1 | $332 | Buy |
+3
| New | +$332 | ﹤0.01% | 1684 |
|
|
2022
Q4 | – | Sell |
-1
| Closed | – | – | 2013 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1903 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | – | – | 1875 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1841 |
|
|
2019
Q2 | – | Sell |
-3
| Closed | – | – | 1295 |
|
|
2019
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1168 |
|