Dakota Wealth Management’s GCM Grosvenor GCMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-26,325
Closed -$269K 283
2019
Q4
$269K Hold
26,325
0.04% 254
2019
Q3
$266K Buy
26,325
+7,275
+38% +$73.5K 0.05% 250
2019
Q2
$191K Buy
19,050
+3,825
+25% +$38.4K 0.04% 273
2019
Q1
$150K Buy
+15,225
New +$150K 0.03% 289