Clearview Wealth Advisors’s Graco GGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,497
| Closed | -$701K | – | 103 |
|
|
2024
Q1 | $701K | Sell |
7,497
-6,020
| -45% | -$563K | 0.72% | 33 |
|
|
2023
Q4 | $1.17M | Sell |
13,517
-77
| -0.6% | -$6.68K | 1.37% | 18 |
|
|
2023
Q3 | $991K | Buy |
13,594
+1,163
| +9% | +$84.8K | 1.23% | 18 |
|
|
2023
Q2 | $1.07M | Buy |
12,431
+1,535
| +14% | +$133K | 1.09% | 19 |
|
|
2023
Q1 | $796K | Buy |
+10,896
| New | +$796K | 0.81% | 29 |
|