Global Retirement Partners’s ESS Tech GWH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606 | Buy |
+456
| New | +$606 | ﹤0.01% | 3543 |
|
|
2024
Q4 | $2.68K | Hold |
456
| – | – | ﹤0.01% | 2965 |
|
|
2024
Q3 | $2.88K | Sell |
456
-1
| -0.2% | -$6 | ﹤0.01% | 2798 |
|
|
2024
Q2 | $5.6K | Hold |
457
| – | – | ﹤0.01% | 2561 |
|
|
2024
Q1 | $4.96K | Hold |
457
| – | – | ﹤0.01% | 2399 |
|
|
2023
Q4 | $6.24K | Sell |
457
-100
| -18% | -$1.36K | ﹤0.01% | 2238 |
|
|
2023
Q3 | $16.1K | Sell |
557
-200
| -26% | -$5.79K | ﹤0.01% | 1737 |
|
|
2023
Q2 | $16.7K | Sell |
757
-668
| -47% | -$14.7K | ﹤0.01% | 1747 |
|
|
2023
Q1 | $23.9K | Buy |
1,425
+668
| +88% | +$11.2K | ﹤0.01% | 1555 |
|
|
2022
Q4 | $27.6K | Buy |
+757
| New | +$27.6K | ﹤0.01% | 1341 |
|