Bell Investment Advisors’s GCM Grosvenor GCMG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $763 | Hold |
66
| – | – | ﹤0.01% | 1668 |
|
2025
Q1 | $874 | Hold |
66
| – | – | ﹤0.01% | 1596 |
|
2024
Q4 | $810 | Hold |
66
| – | – | ﹤0.01% | 1644 |
|
2024
Q3 | $748 | Hold |
66
| – | – | ﹤0.01% | 1676 |
|
2024
Q2 | $645 | Hold |
66
| – | – | ﹤0.01% | 1733 |
|
2024
Q1 | $638 | Hold |
66
| – | – | ﹤0.01% | 1734 |
|
2023
Q4 | $592 | Buy |
+66
| New | +$592 | ﹤0.01% | 1771 |
|
2021
Q4 | – | Sell |
-48
| Closed | -$1K | – | 1843 |
|
2021
Q3 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 1386 |
|