Glassman Wealth Services’s ePlus PLUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13
| Closed | -$1K | – | 2014 |
|
|
2022
Q3 | $1K | Sell |
13
-5
| -28% | -$385 | ﹤0.01% | 1490 |
|
|
2022
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1492 |
|
|
2022
Q1 | $1K | Buy |
18
+8
| +80% | +$444 | ﹤0.01% | 1479 |
|
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1461 |
|
|
2021
Q3 | $1K | Buy |
10
+2
| +25% | +$200 | ﹤0.01% | 1432 |
|
|
2021
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 1594 |
|
|
2021
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1579 |
|