Glassman Wealth Services’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11
| Closed | -$761 | – | 1528 |
|
|
2023
Q4 | $761 | Sell |
11
-2
| -15% | -$138 | ﹤0.01% | 1617 |
|
|
2023
Q3 | $799 | Hold |
13
| – | – | ﹤0.01% | 1619 |
|
|
2023
Q2 | $776 | Sell |
13
-3
| -19% | -$179 | ﹤0.01% | 1515 |
|
|
2023
Q1 | $945 | Buy |
16
+4
| +33% | +$236 | ﹤0.01% | 1451 |
|
|
2022
Q4 | $700 | Hold |
12
| – | – | ﹤0.01% | 1529 |
|
|
2022
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1516 |
|
|
2022
Q2 | $1K | Sell |
12
-12
| -50% | -$1K | ﹤0.01% | 1521 |
|
|
2022
Q1 | $2K | Sell |
24
-21
| -47% | -$1.75K | ﹤0.01% | 1262 |
|
|
2021
Q4 | $3K | Buy |
45
+21
| +88% | +$1.4K | ﹤0.01% | 1132 |
|
|
2021
Q3 | $2K | Buy |
24
+15
| +167% | +$1.25K | ﹤0.01% | 1217 |
|
|
2021
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 1370 |
|
|
2021
Q1 | $1K | Sell |
9
-128
| -93% | -$14.2K | ﹤0.01% | 1315 |
|
|
2020
Q4 | $7K | Sell |
137
-1
| -0.7% | -$51 | ﹤0.01% | 811 |
|
|
2020
Q3 | $5K | Buy |
138
+130
| +1,625% | +$4.71K | ﹤0.01% | 802 |
|
|
2020
Q2 | $0 | Buy |
8
+5
| +167% | – | ﹤0.01% | 1497 |
|
|
2020
Q1 | $0 | Sell |
3
-3
| -50% | – | ﹤0.01% | 1511 |
|
|
2019
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1450 |
|