GPWM
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Grant Private Wealth Management’s RingCentral RNG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,860
Closed -$368K 127
2025
Q1
$368K Sell
14,860
-1,500
-9% -$37.1K 0.4% 74
2024
Q4
$576K Buy
+16,360
New +$576K 0.62% 39