B. Riley Wealth Advisors’s Graco GGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,665
| Closed | -$211K | – | 1333 |
|
|
2024
Q2 | $211K | Sell |
2,665
-1,918
| -42% | -$152K | 0.01% | 1212 |
|
|
2024
Q1 | $334K | Buy |
4,583
+1,931
| +73% | +$141K | 0.01% | 995 |
|
|
2023
Q4 | $230K | Sell |
2,652
-1,931
| -42% | -$168K | 0.01% | 1189 |
|
|
2023
Q3 | $334K | Buy |
4,583
+996
| +28% | +$72.6K | 0.01% | 995 |
|
|
2023
Q2 | $310K | Sell |
3,587
-206
| -5% | -$17.8K | 0.01% | 1102 |
|
|
2023
Q1 | $277K | Buy |
3,793
+730
| +24% | +$53.3K | 0.01% | 1113 |
|
|
2022
Q4 | $206K | Sell |
3,063
-3,739
| -55% | -$252K | 0.01% | 1245 |
|
|
2022
Q3 | $408K | Buy |
6,802
+991
| +17% | +$59.4K | 0.01% | 848 |
|
|
2022
Q2 | $346K | Sell |
5,811
-421
| -7% | -$25.1K | 0.01% | 807 |
|
|
2022
Q1 | $435K | Buy |
6,232
+2,913
| +88% | +$203K | 0.01% | 824 |
|
|
2021
Q4 | $268K | Buy |
+3,319
| New | +$268K | 0.01% | 1132 |
|
|
2021
Q2 | – | Sell |
-4,390
| Closed | -$315K | – | 1402 |
|
|
2021
Q1 | $315K | Sell |
4,390
-122
| -3% | -$8.75K | 0.01% | 968 |
|
|
2020
Q4 | $327K | Sell |
4,512
-1,990
| -31% | -$144K | 0.02% | 709 |
|
|
2020
Q3 | $371K | Buy |
+6,502
| New | +$371K | 0.02% | 643 |
|
|
2020
Q2 | – | Sell |
-4,475
| Closed | -$219K | – | 876 |
|
|
2020
Q1 | $219K | Sell |
4,475
-11
| -0.2% | -$538 | 0.02% | 638 |
|
|
2019
Q4 | $234K | Sell |
4,486
-4,084
| -48% | -$213K | 0.02% | 706 |
|
|
2019
Q3 | $395K | Sell |
8,570
-2,732
| -24% | -$126K | 0.04% | 489 |
|
|
2019
Q2 | $568K | Buy |
11,302
+4,017
| +55% | +$202K | 0.06% | 331 |
|
|
2019
Q1 | $362K | Buy |
+7,285
| New | +$362K | 0.05% | 432 |
|
|
2015
Q1 | – | Sell |
-651
| Closed | -$17 | – | 1118 |
|
|
2014
Q4 | $17 | Buy |
+651
| New | +$17 | ﹤0.01% | 2624 |
|
|
2014
Q3 | – | Sell |
-258
| Closed | -$6.72K | – | 1135 |
|
|
2014
Q2 | $6.72K | Buy |
+258
| New | +$6.72K | ﹤0.01% | 1948 |
|