Glassman Wealth Services’s Wolfspeed WOLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,182
| Closed | -$51.4K | – | 1832 |
|
|
2023
Q4 | $51.4K | Sell |
1,182
-9
| -0.8% | -$327 | 0.01% | 443 |
|
|
2023
Q3 | $45.4K | Buy |
1,191
+1,157
| +3,403% | +$60.6K | 0.01% | 448 |
|
|
2023
Q2 | $1.89K | Sell |
34
-13
| -28% | -$662 | ﹤0.01% | 1270 |
|
|
2023
Q1 | $3.05K | Sell |
47
-1,138
| -96% | -$83.2K | ﹤0.01% | 1133 |
|
|
2022
Q4 | $81.8K | Buy |
1,185
+31
| +3% | +$2.75K | 0.02% | 303 |
|
|
2022
Q3 | $119K | Hold |
1,154
| – | – | 0.03% | 222 |
|
|
2022
Q2 | $73K | Buy |
+1,154
| New | +$96K | 0.02% | 320 |
|
|
2022
Q1 | – | Sell |
-54
| Closed | -$6K | – | 1985 |
|
|
2021
Q4 | $6K | Buy |
54
+17
| +46% | +$1.9K | ﹤0.01% | 953 |
|
|
2021
Q3 | $3K | Sell |
37
-2
| -5% | -$178 | ﹤0.01% | 1110 |
|
|
2021
Q2 | $4K | Buy |
39
+2
| +5% | +$202 | ﹤0.01% | 1013 |
|
|
2021
Q1 | $4K | Buy |
37
+1
| +3% | +$112 | ﹤0.01% | 961 |
|
|
2020
Q4 | $4K | Hold |
36
| – | – | ﹤0.01% | 928 |
|
|
2020
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 1050 |
|
|
2020
Q2 | $2K | Buy |
36
+6
| +20% | +$289 | ﹤0.01% | 915 |
|
|
2020
Q1 | $1K | Sell |
30
-87
| -74% | -$3.91K | ﹤0.01% | 1019 |
|
|
2019
Q4 | $5K | Hold |
117
| – | – | ﹤0.01% | 596 |
|
|
2019
Q3 | $6K | Sell |
117
-20
| -15% | -$1.09K | ﹤0.01% | 523 |
|
|
2019
Q2 | $8K | Buy |
137
+20
| +17% | +$1.22K | ﹤0.01% | 492 |
|
|
2019
Q1 | $7K | Buy |
+117
| New | +$6K | ﹤0.01% | 504 |
|
|
2017
Q1 | – | Sell |
-112
| Closed | -$3K | – | 701 |
|
|
2016
Q4 | $3K | Buy |
+112
| New | +$2.79K | ﹤0.01% | 480 |
|
Other funds holding WOLF
JPM
