Consilio Wealth Advisors’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
-1,134
Closed -$13.9K 76
2024
Q2
$13.9K Hold
1,134
0.01% 64
2024
Q1
$12.3K Hold
1,134
0.01% 63
2023
Q4
$19.4K Buy
+1,134
New +$19.4K 0.01% 54