Glassman Wealth Services’s The Bancorp TBBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-27
| Closed | -$932 | – | 2073 |
|
|
2023
Q3 | $932 | Buy |
+27
| New | +$932 | ﹤0.01% | 1570 |
|
|
2022
Q2 | – | Sell |
-25
| Closed | -$1K | – | 1982 |
|
|
2022
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 1523 |
|
|
2021
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 1507 |
|
|
2021
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1471 |
|
|
2020
Q1 | – | Sell |
-31
| Closed | – | – | 1542 |
|
|
2019
Q4 | $0 | Hold |
31
| – | – | ﹤0.01% | 1473 |
|
|
2019
Q3 | $0 | Hold |
31
| – | – | ﹤0.01% | 1358 |
|
|
2019
Q2 | $0 | Hold |
31
| – | – | ﹤0.01% | 1353 |
|
|
2019
Q1 | $0 | Buy |
+31
| New | – | ﹤0.01% | 1200 |
|