Alera Investment Advisors’s Graco GGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,879
| Closed | -$592K | – | 180 |
|
|
2022
Q3 | $592K | Buy |
9,879
+213
| +2% | +$12.8K | 0.17% | 84 |
|
|
2022
Q2 | $574K | Sell |
9,666
-23
| -0.2% | -$1.37K | 0.16% | 92 |
|
|
2022
Q1 | $676K | Buy |
+9,689
| New | +$676K | 0.15% | 93 |
|
|
2019
Q2 | – | Sell |
-37
| Closed | -$2K | – | 431 |
|
|
2019
Q1 | $2K | Hold |
37
| – | – | ﹤0.01% | 816 |
|
|
2018
Q4 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 754 |
|