Baker Tilly Wealth Management’s Grocery Outlet GO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,256
| Closed | -$253K | – | 502 |
|
|
2023
Q2 | $253K | Sell |
8,256
-517
| -6% | -$15.8K | 0.03% | 480 |
|
|
2023
Q1 | $248K | Sell |
8,773
-1,437
| -14% | -$40.6K | 0.03% | 482 |
|
|
2022
Q4 | $298K | Sell |
10,210
-368
| -3% | -$10.7K | 0.04% | 435 |
|
|
2022
Q3 | $352K | Sell |
10,578
-836
| -7% | -$27.8K | 0.05% | 381 |
|
|
2022
Q2 | $487K | Sell |
11,414
-186
| -2% | -$7.94K | 0.06% | 312 |
|
|
2022
Q1 | $380K | Buy |
11,600
+1,031
| +10% | +$33.8K | 0.04% | 396 |
|
|
2021
Q4 | $299K | Sell |
10,569
-1,483
| -12% | -$42K | 0.03% | 432 |
|
|
2021
Q3 | $260K | Buy |
12,052
+1,245
| +12% | +$26.9K | 0.03% | 434 |
|
|
2021
Q2 | $375K | Buy |
10,807
+937
| +9% | +$32.5K | 0.06% | 347 |
|
|
2021
Q1 | $364K | Buy |
9,870
+1,842
| +23% | +$67.9K | 0.07% | 310 |
|
|
2020
Q4 | $315K | Buy |
+8,028
| New | +$315K | 0.1% | 230 |
|