Glassman Wealth Services’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-488
| Closed | -$10.9K | – | 1380 |
|
|
2023
Q4 | $10.9K | Buy |
488
+420
| +618% | +$9.39K | ﹤0.01% | 857 |
|
|
2023
Q3 | $1.46K | Buy |
68
+23
| +51% | +$495 | ﹤0.01% | 1435 |
|
|
2023
Q2 | $1.25K | Buy |
45
+30
| +200% | +$830 | ﹤0.01% | 1383 |
|
|
2023
Q1 | $486 | Buy |
15
+9
| +150% | +$292 | ﹤0.01% | 1623 |
|
|
2022
Q4 | $210 | Buy |
+6
| New | +$210 | ﹤0.01% | 1786 |
|
|
2019
Q3 | – | Sell |
-6
| Closed | – | – | 1298 |
|
|
2019
Q2 | $0 | Sell |
6
-16
| -73% | – | ﹤0.01% | 1296 |
|
|
2019
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 865 |
|