Glassman Wealth Services’s Shinhan Financial Group SHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,308
| Closed | -$40.3K | – | 1537 |
|
|
2023
Q4 | $40.3K | Buy |
1,308
+30
| +2% | +$923 | 0.01% | 492 |
|
|
2023
Q3 | $33.9K | Sell |
1,278
-47
| -4% | -$1.25K | 0.01% | 524 |
|
|
2023
Q2 | $34.5K | Buy |
1,325
+46
| +4% | +$1.2K | 0.01% | 497 |
|
|
2023
Q1 | $34.5K | Buy |
1,279
+20
| +2% | +$539 | 0.01% | 495 |
|
|
2022
Q4 | $35.2K | Buy |
1,259
+210
| +20% | +$5.87K | 0.01% | 508 |
|
|
2022
Q3 | $24K | Buy |
1,049
+213
| +25% | +$4.87K | 0.01% | 570 |
|
|
2022
Q2 | $24K | Sell |
836
-138
| -14% | -$3.96K | ﹤0.01% | 578 |
|
|
2022
Q1 | $33K | Sell |
974
-43
| -4% | -$1.46K | 0.01% | 504 |
|
|
2021
Q4 | $31K | Buy |
1,017
+518
| +104% | +$15.8K | 0.01% | 498 |
|
|
2021
Q3 | $17K | Buy |
499
+32
| +7% | +$1.09K | ﹤0.01% | 633 |
|
|
2021
Q2 | $17K | Hold |
467
| – | – | ﹤0.01% | 621 |
|
|
2021
Q1 | $16K | Buy |
467
+78
| +20% | +$2.67K | ﹤0.01% | 590 |
|
|
2020
Q4 | $12K | Buy |
389
+53
| +16% | +$1.64K | ﹤0.01% | 682 |
|
|
2020
Q3 | $8K | Buy |
336
+180
| +115% | +$4.29K | ﹤0.01% | 676 |
|
|
2020
Q2 | $4K | Buy |
+156
| New | +$4K | ﹤0.01% | 694 |
|