HBK Sorce Advisory’s Grifois GRFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-22,915
| Closed | -$272K | – | 619 |
|
|
2022
Q2 | $272K | Buy |
22,915
+2,531
| +12% | +$30K | 0.02% | 356 |
|
|
2022
Q1 | $238K | Buy |
20,384
+2,227
| +12% | +$26K | 0.01% | 459 |
|
|
2021
Q4 | $204K | Buy |
+18,157
| New | +$204K | 0.01% | 556 |
|
|
2021
Q3 | – | Sell |
-13,782
| Closed | -$239K | – | 594 |
|
|
2021
Q2 | $239K | Buy |
13,782
+1,830
| +15% | +$31.7K | 0.01% | 504 |
|
|
2021
Q1 | $207K | Buy |
11,952
+1,853
| +18% | +$32.1K | 0.01% | 502 |
|
|
2020
Q4 | $186K | Buy |
+10,099
| New | +$186K | 0.01% | 477 |
|