Glassman Wealth Services’s Woori Financial WF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,104
| Closed | -$33.4K | – | 1821 |
|
|
2023
Q4 | $33.4K | Buy |
1,104
+17
| +2% | +$514 | ﹤0.01% | 558 |
|
|
2023
Q3 | $29.8K | Sell |
1,087
-118
| -10% | -$3.24K | ﹤0.01% | 562 |
|
|
2023
Q2 | $32.5K | Buy |
1,205
+65
| +6% | +$1.75K | 0.01% | 513 |
|
|
2023
Q1 | $30K | Buy |
1,140
+9
| +0.8% | +$237 | 0.01% | 531 |
|
|
2022
Q4 | $31.1K | Buy |
1,131
+516
| +84% | +$14.2K | 0.01% | 543 |
|
|
2022
Q3 | $14K | Sell |
615
-109
| -15% | -$2.48K | ﹤0.01% | 715 |
|
|
2022
Q2 | $20K | Sell |
724
-102
| -12% | -$2.82K | ﹤0.01% | 627 |
|
|
2022
Q1 | $31K | Buy |
826
+39
| +5% | +$1.46K | 0.01% | 518 |
|
|
2021
Q4 | $25K | Buy |
787
+293
| +59% | +$9.31K | ﹤0.01% | 555 |
|
|
2021
Q3 | $14K | Buy |
494
+33
| +7% | +$935 | ﹤0.01% | 681 |
|
|
2021
Q2 | $14K | Hold |
461
| – | – | ﹤0.01% | 675 |
|
|
2021
Q1 | $12K | Buy |
461
+88
| +24% | +$2.29K | ﹤0.01% | 680 |
|
|
2020
Q4 | $10K | Buy |
373
+27
| +8% | +$724 | ﹤0.01% | 730 |
|
|
2020
Q3 | $8K | Buy |
346
+192
| +125% | +$4.44K | ﹤0.01% | 684 |
|
|
2020
Q2 | $3K | Buy |
+154
| New | +$3K | ﹤0.01% | 796 |
|