GWM
Gitterman Wealth Management’s W.W. Grainger GWW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-642
| Closed | -$653K | – | 122 |
|
|
2024
Q1 | $653K | Buy |
642
+249
| +63% | +$253K | 0.25% | 23 |
|
|
2023
Q4 | $326K | Buy |
+393
| New | +$326K | 0.15% | 45 |
|
|
2023
Q2 | – | Sell |
-443
| Closed | -$305K | – | 94 |
|
|
2023
Q1 | $305K | Buy |
+443
| New | +$305K | 0.15% | 33 |
|
|
2022
Q1 | – | Sell |
-590
| Closed | -$305K | – | 105 |
|
|
2021
Q4 | $305K | Buy |
+590
| New | +$305K | 0.23% | 56 |
|