Heritage Wealth Advisors’s Greystone Housing Impact Investors LP GHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Hold |
972
| – | – | ﹤0.01% | 419 |
|
|
2025
Q1 | $12K | Hold |
972
| – | – | ﹤0.01% | 411 |
|
|
2024
Q4 | $9.96K | Hold |
972
| – | – | ﹤0.01% | 442 |
|
|
2024
Q3 | $13.6K | Hold |
972
| – | – | ﹤0.01% | 426 |
|
|
2024
Q2 | $14.4K | Buy |
972
+4
| +0.4% | +$59 | ﹤0.01% | 405 |
|
|
2024
Q1 | $15.8K | Hold |
968
| – | – | ﹤0.01% | 412 |
|
|
2023
Q4 | $16.2K | Buy |
968
+401
| +71% | +$6.71K | ﹤0.01% | 423 |
|
|
2023
Q3 | $8.68K | Hold |
567
| – | – | ﹤0.01% | 415 |
|
|
2023
Q2 | $9.23K | Sell |
567
-3
| -0.5% | -$49 | ﹤0.01% | 437 |
|
|
2023
Q1 | $9.68K | Buy |
570
+6
| +1% | +$102 | ﹤0.01% | 444 |
|
|
2022
Q4 | $9.66K | Sell |
564
-1
| -0.2% | -$17 | ﹤0.01% | 453 |
|
|
2022
Q3 | $9.5K | Buy |
+565
| New | +$9.5K | ﹤0.01% | 427 |
|