Creative Planning’s GrowGeneration GRWG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,081
Closed -$21.7K 3219
2024
Q2
$21.7K Buy
+10,081
New +$21.7K ﹤0.01% 2957
2023
Q1
Sell
-10,609
Closed -$41.6K 2587
2022
Q4
$41.6K Sell
10,609
-5,354
-34% -$21K ﹤0.01% 2231
2022
Q3
$56K Buy
15,963
+1,317
+9% +$4.62K ﹤0.01% 2091
2022
Q2
$53K Buy
+14,646
New +$53K ﹤0.01% 2025
2021
Q3
Sell
-6,892
Closed -$332K 2086
2021
Q2
$332K Sell
6,892
-54,415
-89% -$2.62M ﹤0.01% 1503
2021
Q1
$3.05M Buy
61,307
+4,003
+7% +$199K 0.01% 546
2020
Q4
$2.31M Buy
57,304
+41,917
+272% +$1.69M 0.01% 609
2020
Q3
$246K Buy
+15,387
New +$246K ﹤0.01% 1534