CAPTRUST Financial Advisors’s ESS Tech GWH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-2,340
Closed -$144K 2113
2022
Q3
$144K Buy
2,340
+87
+4% +$5.35K ﹤0.01% 1879
2022
Q2
$95K Buy
+2,253
New +$95K ﹤0.01% 2232