Hefty Wealth Partners’s W.W. Grainger GWW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $62K | Hold |
220
| – | – | 0.04% | 132 |
|
|
2017
Q4 | $52K | Sell |
220
-2,687
| -92% | -$635K | 0.03% | 142 |
|
|
2017
Q3 | $523K | Buy |
2,907
+2,687
| +1,221% | +$483K | 0.35% | 66 |
|
|
2017
Q2 | $39K | Hold |
220
| – | – | 0.03% | 133 |
|
|
2017
Q1 | $51K | Hold |
220
| – | – | 0.04% | 128 |
|
|
2016
Q4 | $51K | Hold |
220
| – | – | 0.04% | 119 |
|
|
2016
Q3 | $49K | Buy |
+220
| New | +$49K | 0.04% | 130 |
|