Glassman Wealth Services’s Visteon VC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-23
| Closed | -$2.87K | – | 1759 |
|
|
2023
Q4 | $2.87K | Sell |
23
-3
| -12% | -$375 | ﹤0.01% | 1235 |
|
|
2023
Q3 | $3.59K | Hold |
26
| – | – | ﹤0.01% | 1166 |
|
|
2023
Q2 | $3.73K | Buy |
26
+3
| +13% | +$431 | ﹤0.01% | 1070 |
|
|
2023
Q1 | $3.61K | Hold |
23
| – | – | ﹤0.01% | 1086 |
|
|
2022
Q4 | $3.01K | Hold |
23
| – | – | ﹤0.01% | 1157 |
|
|
2022
Q3 | $2K | Buy |
23
+1
| +5% | +$87 | ﹤0.01% | 1274 |
|
|
2022
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 1298 |
|
|
2022
Q1 | $2K | Buy |
22
+6
| +38% | +$545 | ﹤0.01% | 1276 |
|
|
2021
Q4 | $2K | Buy |
16
+8
| +100% | +$1K | ﹤0.01% | 1253 |
|
|
2021
Q3 | $1K | Buy |
8
+5
| +167% | +$625 | ﹤0.01% | 1484 |
|
|
2021
Q2 | $0 | Buy |
3
+2
| +200% | – | ﹤0.01% | 1663 |
|
|
2021
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1644 |
|
|
2020
Q1 | – | Sell |
-12
| Closed | -$1K | – | 1589 |
|
|
2019
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1063 |
|
|
2019
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 941 |
|
|
2019
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 949 |
|