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Glassman Wealth Services’s Shore Bancshares SHBI Stock Holding History

Glassman Wealth Services’s Portfolio SHBI Stock Details SHBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-43
Closed -$497 – 2056
2023
Q2 		$497 Buy
+43
New +$527 ﹤0.01% 1639

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Glassman Wealth Services's SHBI Position: Q3 2023 in Review

Glassman Wealth Services sold out of Shore Bancshares (SHBI) in Q3 2023, closing a stake of 43 shares — an estimated $497 sold.

Glassman Wealth Services first reported a position in SHBI in Q2 2023 and held it in 1 quarter. The position peaked at $497 in Q2 2023. 112 funds tracked by Wall St. Rank hold SHBI as of Q3 2023.

  • Glassman Wealth Services reported no remaining Shore Bancshares position as of Q3 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 43 Shore Bancshares shares in Q3 2023, an estimated $497.
  • Glassman Wealth Services first reported a position in Shore Bancshares in Q2 2023 and held it in 1 quarter.
  • Glassman Wealth Services's Shore Bancshares position peaked at $497 in Q2 2023.
  • 112 funds tracked by Wall St. Rank held Shore Bancshares as of Q3 2023.

Based on Glassman Wealth Services's 13F filing for Q3 2023, filed 14 Nov 2023.