Soundmark Wealth Management’s Glacier Bancorp GBCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,720
| Closed | -$233K | – | 60 |
|
|
2022
Q4 | $233K | Buy |
4,720
+61
| +1% | +$3.01K | 0.15% | 52 |
|
|
2022
Q3 | $229K | Buy |
4,659
+31
| +0.7% | +$1.52K | 0.16% | 53 |
|
|
2022
Q2 | $219K | Buy |
4,628
+32
| +0.7% | +$1.51K | 0.16% | 53 |
|
|
2022
Q1 | $231K | Hold |
4,596
| – | – | 0.16% | 51 |
|
|
2021
Q4 | $261K | Buy |
4,596
+52
| +1% | +$2.95K | 0.18% | 49 |
|
|
2021
Q3 | $251K | Buy |
4,544
+29
| +0.6% | +$1.6K | 0.09% | 64 |
|
|
2021
Q2 | $249K | Buy |
4,515
+23
| +0.5% | +$1.27K | 0.1% | 56 |
|
|
2021
Q1 | $257K | Hold |
4,492
| – | – | 0.14% | 56 |
|
|
2020
Q4 | $207K | Buy |
+4,492
| New | +$207K | 0.13% | 58 |
|