GWS
Z icon

Glassman Wealth Services’s Zillow Z Stock Holding History

Glassman Wealth Services’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-104
Closed -$6.02K – 1881
2023
Q4 		$6.02K Sell
104
-28
-21% -$1.23K ﹤0.01% 1024
2023
Q3 		$6.09K Hold
132
– – ﹤0.01% 1002
2023
Q2 		$6.63K Buy
132
+18
+16% +$828 ﹤0.01% 923
2023
Q1 		$5.07K Buy
114
+4
+4% +$170 ﹤0.01% 994
2022
Q4 		$3.54K Sell
110
-176
-62% -$5.83K ﹤0.01% 1120
2022
Q3 		$8K Sell
286
-53
-16% -$1.84K ﹤0.01% 883
2022
Q2 		$11K Buy
339
+166
+96% +$6.67K ﹤0.01% 797
2022
Q1 		$9K Buy
173
+78
+82% +$4.19K ﹤0.01% 874
2021
Q4 		$6K Sell
95
-38
-29% -$2.74K ﹤0.01% 957
2021
Q3 		$12K Buy
133
+5
+4% +$506 ﹤0.01% 734
2021
Q2 		$16K Buy
128
+31
+32% +$3.77K ﹤0.01% 641
2021
Q1 		$13K Buy
97
+9
+10% +$1.33K ﹤0.01% 658
2020
Q4 		$11K Buy
+88
New +$9.73K ﹤0.01% 700
2020
Q2 		– Sell
-8
Closed – – 1582
2020
Q1 		$0 Buy
+8
New +$370 ﹤0.01% 1624

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