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Consilio Wealth Advisors’s ESS Tech GWH Stock Holding History

Consilio Wealth Advisors’s Portfolio GWH Stock Details GWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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 +$23K 0.01% 54

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GAA
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LNWTC
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Consilio Wealth Advisors's GWH Position: Q3 2024 in Review

Consilio Wealth Advisors sold out of ESS Tech (GWH) in Q3 2024, closing a stake of 1,134 shares — an estimated $13.9K sold.

Consilio Wealth Advisors first reported a position in GWH in Q4 2023 and held it in 3 quarters. The position peaked at $19.4K in Q4 2023. 50 funds tracked by Wall St. Rank hold GWH as of Q3 2024.

  • Consilio Wealth Advisors reported no remaining ESS Tech position as of Q3 2024 after selling out during the quarter.
  • Consilio Wealth Advisors sold 1,134 ESS Tech shares in Q3 2024, an estimated $13.9K.
  • Consilio Wealth Advisors first reported a position in ESS Tech in Q4 2023 and held it in 3 quarters.
  • Consilio Wealth Advisors's ESS Tech position peaked at $19.4K in Q4 2023.
  • 50 funds tracked by Wall St. Rank held ESS Tech as of Q3 2024.

Based on Consilio Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.