Glassman Wealth Services’s Cactus WHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-178
| Closed | -$8.08K | – | 1825 |
|
|
2023
Q4 | $8.08K | Hold |
178
| – | – | ﹤0.01% | 936 |
|
|
2023
Q3 | $8.94K | Hold |
178
| – | – | ﹤0.01% | 886 |
|
|
2023
Q2 | $7.53K | Hold |
178
| – | – | ﹤0.01% | 881 |
|
|
2023
Q1 | $7.34K | Hold |
178
| – | – | ﹤0.01% | 893 |
|
|
2022
Q4 | $8.95K | Hold |
178
| – | – | ﹤0.01% | 860 |
|
|
2022
Q3 | $7K | Hold |
178
| – | – | ﹤0.01% | 915 |
|
|
2022
Q2 | $7K | Hold |
178
| – | – | ﹤0.01% | 927 |
|
|
2022
Q1 | $10K | Hold |
178
| – | – | ﹤0.01% | 839 |
|
|
2021
Q4 | $7K | Hold |
178
| – | – | ﹤0.01% | 911 |
|
|
2021
Q3 | $7K | Buy |
178
+12
| +7% | +$472 | ﹤0.01% | 879 |
|
|
2021
Q2 | $6K | Hold |
166
| – | – | ﹤0.01% | 890 |
|
|
2021
Q1 | $5K | Hold |
166
| – | – | ﹤0.01% | 886 |
|
|
2020
Q4 | $4K | Hold |
166
| – | – | ﹤0.01% | 926 |
|
|
2020
Q3 | $3K | Buy |
+166
| New | +$3K | ﹤0.01% | 934 |
|
|
2020
Q2 | – | Sell |
-22
| Closed | – | – | 1569 |
|
|
2020
Q1 | $0 | Buy |
+22
| New | – | ﹤0.01% | 1606 |
|