Forum Financial Management’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 |
-254,748
| Closed | -$148K | – | 967 |
|
2024
Q3 | $148K | Buy |
254,748
+4,748
| +2% | +$2.75K | ﹤0.01% | 737 |
|
2024
Q2 | $154K | Buy |
250,000
+96,763
| +63% | +$59.8K | ﹤0.01% | 686 |
|
2024
Q1 | $394K | Buy |
153,237
+63,237
| +70% | +$163K | 0.01% | 403 |
|
2023
Q4 | $184K | Buy |
90,000
+72,201
| +406% | +$147K | ﹤0.01% | 655 |
|
2023
Q3 | $30.6K | Buy |
17,799
+7,799
| +78% | +$13.4K | ﹤0.01% | 635 |
|
2023
Q2 | $19.5K | Hold |
10,000
| – | – | ﹤0.01% | 658 |
|
2023
Q1 | $27.8K | Buy |
+10,000
| New | +$27.8K | ﹤0.01% | 616 |
|