GWMR
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GC Wealth Management RIA’s Atlassian TEAM Stock Holding History

GC Wealth Management RIA’s Portfolio TEAM Stock Details TEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,273
Closed -$248K – 286
2024
Q1 		$248K Buy
1,273
+248
+24% +$48.4K 0.05% 249
2023
Q4 		$244K Buy
+1,025
New +$244K 0.11% 188