Cerity Partners’s ESS Tech GWH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,748
| Closed | -$58.2K | – | 2568 |
|
|
2024
Q2 | $58.2K | Buy |
4,748
+6
| +0.1% | +$74 | ﹤0.01% | 2161 |
|
|
2024
Q1 | $51.4K | Hold |
4,742
| – | – | ﹤0.01% | 2246 |
|
|
2023
Q4 | $81.1K | Buy |
+4,742
| New | +$81.1K | ﹤0.01% | 1790 |
|
|
2023
Q3 | – | Sell |
-4,742
| Closed | -$105K | – | 1522 |
|
|
2023
Q2 | $105K | Hold |
4,742
| – | – | ﹤0.01% | 1543 |
|
|
2023
Q1 | $98.9K | Hold |
4,742
| – | – | ﹤0.01% | 1774 |
|
|
2022
Q4 | $173K | Sell |
4,742
-67
| -1% | -$2.44K | ﹤0.01% | 1361 |
|
|
2022
Q3 | $295K | Buy |
+4,809
| New | +$295K | ﹤0.01% | 897 |
|