Creative Planning’s Gritstone bio, Inc. Common Stock GRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-24,910
| Closed | -$14.4K | – | 3677 |
|
|
2024
Q3 | $14.4K | Hold |
24,910
| – | – | ﹤0.01% | 3158 |
|
|
2024
Q2 | $15.4K | Hold |
24,910
| – | – | ﹤0.01% | 2966 |
|
|
2024
Q1 | $64K | Hold |
24,910
| – | – | ﹤0.01% | 2744 |
|
|
2023
Q4 | $50.8K | Hold |
24,910
| – | – | ﹤0.01% | 2629 |
|
|
2023
Q3 | $42.8K | Hold |
24,910
| – | – | ﹤0.01% | 2481 |
|
|
2023
Q2 | $48.6K | Buy |
24,910
+2,230
| +10% | +$4.35K | ﹤0.01% | 2419 |
|
|
2023
Q1 | $63.1K | Sell |
22,680
-2,270
| -9% | -$6.31K | ﹤0.01% | 2291 |
|
|
2022
Q4 | $86.1K | Hold |
24,950
| – | – | ﹤0.01% | 2154 |
|
|
2022
Q3 | $64K | Hold |
24,950
| – | – | ﹤0.01% | 2073 |
|
|
2022
Q2 | $60K | Buy |
24,950
+738
| +3% | +$1.78K | ﹤0.01% | 2015 |
|
|
2022
Q1 | $100K | Buy |
24,212
+9,960
| +70% | +$41.1K | ﹤0.01% | 1980 |
|
|
2021
Q4 | $183K | Buy |
+14,252
| New | +$183K | ﹤0.01% | 1887 |
|