Concourse Financial Group Securities’s ESS Tech GWH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
3484
2024
Q4
Hold
0
4840
2024
Q3
Hold
0
4827
2024
Q2
Hold
0
4866
2024
Q1
Hold
0
4867
2023
Q4
Hold
0
4807
2023
Q3
Hold
0
4732
2023
Q2
Hold
0
4669
2023
Q1
Hold
0
4541
2022
Q4
Hold
0
4513
2022
Q3
Hold
0
4319
2022
Q2
Hold
0
4353
2022
Q1
Sell
-7
Closed -$1K 4285
2021
Q4
$1K Buy
+7
New +$1K ﹤0.01% 2291
2021
Q3
Hold
0
4257
2021
Q2
Hold
0
4138
2021
Q1
Hold
0
4041
2020
Q4
Hold
0
3952