Allworth Financial’s ESS Tech GWH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221 | Hold |
166
| – | – | ﹤0.01% | 4295 |
|
|
2025
Q1 | $379 | Sell |
166
-15
| -8% | -$34 | ﹤0.01% | 3743 |
|
|
2024
Q4 | $963 | Hold |
181
| – | – | ﹤0.01% | 3403 |
|
|
2024
Q3 | $1.14K | Buy |
181
+166
| +1,107% | +$1.05K | ﹤0.01% | 3172 |
|
|
2024
Q2 | $181 | Hold |
15
| – | – | ﹤0.01% | 3563 |
|
|
2024
Q1 | $165 | Hold |
15
| – | – | ﹤0.01% | 3465 |
|
|
2023
Q4 | $259 | Hold |
15
| – | – | ﹤0.01% | 3257 |
|
|
2023
Q3 | $427 | Hold |
15
| – | – | ﹤0.01% | 3078 |
|
|
2023
Q2 | $334 | Hold |
15
| – | – | ﹤0.01% | 2984 |
|
|
2023
Q1 | $316 | Hold |
15
| – | – | ﹤0.01% | 2927 |
|
|
2022
Q4 | $552 | Hold |
15
| – | – | ﹤0.01% | 2607 |
|
|
2022
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 2394 |
|
|
2022
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 2163 |
|
|
2022
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1939 |
|