GWS
Glassman Wealth Services’s Vivani Medical VANI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-140,385
| Closed | -$143K | – | 1757 |
|
|
2023
Q4 | $143K | Hold |
140,385
| – | – | 0.02% | 242 |
|
|
2023
Q3 | $143K | Hold |
140,385
| – | – | 0.02% | 224 |
|
|
2023
Q2 | $170K | Hold |
140,385
| – | – | 0.03% | 189 |
|
|
2023
Q1 | $140K | Hold |
140,385
| – | – | 0.02% | 211 |
|
|
2022
Q4 | $119K | Hold |
140,385
| – | – | 0.02% | 237 |
|
|
2022
Q3 | $320K | Buy |
+140,385
| New | +$320K | 0.07% | 100 |
|
|
2019
Q4 | – | Sell |
-52,639
| Closed | -$43K | – | 1500 |
|
|
2019
Q3 | $43K | Sell |
52,639
-19,727
| -27% | -$16.1K | 0.02% | 259 |
|
|
2019
Q2 | $58K | Hold |
72,366
| – | – | 0.02% | 223 |
|
|
2019
Q1 | $58K | Hold |
72,366
| – | – | 0.03% | 216 |
|
|
2018
Q4 | $64K | Hold |
72,366
| – | – | 0.03% | 172 |
|
|
2018
Q3 | $137K | Hold |
72,366
| – | – | 0.06% | 131 |
|
|
2018
Q2 | $120K | Hold |
72,366
| – | – | 0.06% | 127 |
|
|
2018
Q1 | $139K | Buy |
+72,366
| New | +$139K | 0.09% | 100 |
|