Glassman Wealth Services’s Weibo WB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-245
| Closed | -$2.68K | – | 1806 |
|
|
2023
Q4 | $2.68K | Buy |
245
+153
| +166% | +$1.68K | ﹤0.01% | 1263 |
|
|
2023
Q3 | $1.15K | Sell |
92
-240
| -72% | -$3.01K | ﹤0.01% | 1509 |
|
|
2023
Q2 | $4.35K | Hold |
332
| – | – | ﹤0.01% | 1037 |
|
|
2023
Q1 | $6.66K | Hold |
332
| – | – | ﹤0.01% | 919 |
|
|
2022
Q4 | $6.35K | Buy |
332
+156
| +89% | +$2.98K | ﹤0.01% | 963 |
|
|
2022
Q3 | $3K | Buy |
176
+53
| +43% | +$903 | ﹤0.01% | 1162 |
|
|
2022
Q2 | $3K | Buy |
+123
| New | +$3K | ﹤0.01% | 1172 |
|
|
2022
Q1 | – | Sell |
-58
| Closed | -$2K | – | 1980 |
|
|
2021
Q4 | $2K | Sell |
58
-35
| -38% | -$1.21K | ﹤0.01% | 1259 |
|
|
2021
Q3 | $4K | Buy |
+93
| New | +$4K | ﹤0.01% | 1037 |
|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$44K | – | 1393 |
|
|
2019
Q2 | $44K | Hold |
1,000
| – | – | 0.02% | 258 |
|
|
2019
Q1 | $62K | Hold |
1,000
| – | – | 0.03% | 209 |
|
|
2018
Q4 | $58K | Hold |
1,000
| – | – | 0.03% | 181 |
|
|
2018
Q3 | $73K | Buy |
+1,000
| New | +$73K | 0.03% | 184 |
|