BFA
Bragg Financial Advisors’s Graham Corp GHM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-18,974
| Closed | -$270K | – | 303 |
|
2021
Q1 | $270K | Sell |
18,974
-1,290
| -6% | -$18.4K | 0.02% | 270 |
|
2020
Q4 | $308K | Sell |
20,264
-475
| -2% | -$7.22K | 0.03% | 239 |
|
2020
Q3 | $265K | Buy |
20,739
+1,346
| +7% | +$17.2K | 0.03% | 239 |
|
2020
Q2 | $247K | Buy |
19,393
+230
| +1% | +$2.93K | 0.03% | 242 |
|
2020
Q1 | $247K | Buy |
19,163
+70
| +0.4% | +$902 | 0.03% | 226 |
|
2019
Q4 | $418K | Hold |
19,093
| – | – | 0.05% | 206 |
|
2019
Q3 | $379K | Hold |
19,093
| – | – | 0.05% | 211 |
|
2019
Q2 | $386K | Buy |
19,093
+28
| +0.1% | +$566 | 0.05% | 214 |
|
2019
Q1 | $374K | Hold |
19,065
| – | – | 0.05% | 208 |
|
2018
Q4 | $435K | Hold |
19,065
| – | – | 0.07% | 193 |
|
2018
Q3 | $537K | Hold |
19,065
| – | – | 0.07% | 185 |
|
2018
Q2 | $492K | Buy |
19,065
+430
| +2% | +$11.1K | 0.07% | 191 |
|
2018
Q1 | $399K | Hold |
18,635
| – | – | 0.06% | 211 |
|
2017
Q4 | $390K | Buy |
18,635
+575
| +3% | +$12K | 0.06% | 217 |
|
2017
Q3 | $376K | Hold |
18,060
| – | – | 0.06% | 214 |
|
2017
Q2 | $355K | Buy |
18,060
+230
| +1% | +$4.52K | 0.06% | 220 |
|
2017
Q1 | $410K | Buy |
17,830
+230
| +1% | +$5.29K | 0.07% | 217 |
|
2016
Q4 | $390K | Buy |
+17,600
| New | +$390K | 0.06% | 217 |
|
2016
Q3 | – | Sell |
-12,800
| Closed | -$236K | – | 251 |
|
2016
Q2 | $236K | Hold |
12,800
| – | – | 0.04% | 239 |
|
2016
Q1 | $255K | Buy |
+12,800
| New | +$255K | 0.05% | 232 |
|