Glassman Wealth Services Closed Holding Positions

Glassman Wealth Services

  • $593 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
Q1 2022 Filed on Apr 14, 2022
612
$49.47 - $50.82 $30.3K - $31.1K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
Q1 2022 Filed on Apr 14, 2022
1,782
$23.73 - $25.3 $42.3K - $45.1K
UPLD
Upland Software, Inc.

Technology
Q1 2022 Filed on Apr 14, 2022
21
$15.9 - $21.11 $334 - $443
Condor Hospitality Tr
Q4 2021 Filed on Feb 14, 2022
769
N/A
CVA
Covanta Holding Corporation

Industrials
Q4 2021 Filed on Feb 14, 2022
14
N/A
Federal Rlty Invt Tr
Q4 2021 Filed on Feb 14, 2022
151
N/A
Goodrich Pete Corp
Q4 2021 Filed on Feb 14, 2022
263
N/A
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Feb 14, 2022
50
N/A
DRQ
Dril Quip Inc

Energy
Q4 2021 Filed on Feb 14, 2022
8
$18.64 - $26.76 $149 - $214
Sk Telecom LTD
Q4 2021 Filed on Feb 14, 2022
559
N/A
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2021 Filed on Feb 14, 2022
45
$47.44 - $52.5 $2.13K - $2.36K
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q4 2021 Filed on Feb 14, 2022
60
$3.56 - $40.7 $214 - $2.44K
BGFV
Big 5 Sporting Goods Corp

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
800
$17.49 - $44.3 $14K - $35.4K
THS
Tree House Foods, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
37
$34.62 - $41.17 $1.28K - $1.52K
FNDB
Schwab Fundamental U S Broad M

ETFs
Q4 2021 Filed on Feb 14, 2022
850
$54.05 - $58.21 $45.9K - $49.5K
Acceleron Pharma Inc
Q4 2021 Filed on Feb 14, 2022
114
N/A
DAKT
Daktronics Inc

Technology
Q4 2021 Filed on Feb 14, 2022
61
$4.56 - $5.97 $278 - $364
Fireeye Inc
Q4 2021 Filed on Feb 14, 2022
116
N/A
GDOT
Green Dot Corp

Financial Services
Q4 2021 Filed on Feb 14, 2022
12
$34.2 - $51.9 $410 - $623
HRC
Hill Rom Holdings, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
7
N/A
ITRI
Itron, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
15
$60.57 - $81.04 $909 - $1.22K
Bancorpsouth Bk Tupelo Miss
Q4 2021 Filed on Feb 14, 2022
13
N/A
HAE
Haemonetics Corp

Healthcare
Q4 2021 Filed on Feb 14, 2022
31
$49.55 - $74.59 $1.54K - $2.31K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
66
$19.26 - $30.08 $1.27K - $1.99K
RXN
Zurn Water Solutions Corporation

Industrials
Q4 2021 Filed on Feb 14, 2022
46
N/A
CLIX
Proshares Tr Long Online/Short

ETFs
Q4 2021 Filed on Feb 14, 2022
203
$54.73 - $71.55 $11.1K - $14.5K
Stamps Com Inc
Q4 2021 Filed on Feb 14, 2022
4
N/A
INT
World Fuel Services Corp

Energy
Q4 2021 Filed on Feb 14, 2022
19
$24.85 - $33.25 $472 - $632
Cornerstone Ondemand Inc
Q4 2021 Filed on Feb 14, 2022
71
N/A
NP
Neenah Inc
Q4 2021 Filed on Feb 14, 2022
2
$43.97 - $55.93 $87.9 - $112
PBFS
Pioneer Bancorp, Inc.

Financial Services
Q4 2021 Filed on Feb 14, 2022
144
$11.15 - $13.0 $1.61K - $1.87K
Bonanza Creek Energy Inc
Q4 2021 Filed on Feb 14, 2022
5
N/A
Coresite Rlty Corp
Q4 2021 Filed on Feb 14, 2022
1
N/A
Raven Inds Inc
Q4 2021 Filed on Feb 14, 2022
6
N/A
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q4 2021 Filed on Feb 14, 2022
439
$38.92 - $42.05 $17.1K - $18.5K
TALO
Talos Energy Inc.

Energy
Q4 2021 Filed on Feb 14, 2022
18
$8.94 - $14.46 $161 - $260
Vedanta Limited
Q4 2021 Filed on Feb 14, 2022
920
N/A
AUY
Yamana Gold Inc.

Basic Materials
Q4 2021 Filed on Feb 14, 2022
615
$3.8 - $4.56 $2.34K - $2.8K
Ppd Inc
Q4 2021 Filed on Feb 14, 2022
152
N/A
Proshares Tr
Q4 2021 Filed on Feb 14, 2022
1,965
N/A
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
100
$73.76 - $100.53 $7.38K - $10.1K
Vereit Inc
Q4 2021 Filed on Feb 14, 2022
15
N/A
Bankfinancial Corp
Q4 2021 Filed on Feb 14, 2022
87
N/A
Biodelivery Sciences Intl In
Q4 2021 Filed on Feb 14, 2022
28
N/A
Capstead Mtg Corp
Q4 2021 Filed on Feb 14, 2022
92
N/A
Century Bancorporation Inc
Q4 2021 Filed on Feb 14, 2022
5
N/A
WANT
Direxion Shs ETF Tr Daily Cons

ETFs
Q4 2021 Filed on Feb 14, 2022
200
$66.09 - $106.53 $13.2K - $21.3K
SOXL
Direxion Daily Semiconductor B

ETFs
Q4 2021 Filed on Feb 14, 2022
500
$37.02 - $72.99 $18.5K - $36.5K
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
7
$12.19 - $17.0 $85.3 - $119
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