IFP Advisors’s ESS Tech GWH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-33	Closed	-$194	–	4481
2024 Q4	$194	Sell	33 -500	-94%	-$2.94K	﹤0.01%	3765
2024 Q3	$484	Buy	533 +500	+1,515%	+$454	﹤0.01%	3155
2024 Q2	$409	Buy	+33	New	+$409	﹤0.01%	3105