Integrated Wealth Concepts’s Grocery Outlet GO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,671
| Closed | -$245K | – | 1784 |
|
|
2024
Q4 | $245K | Buy |
15,671
+1,377
| +10% | +$21.5K | ﹤0.01% | 1492 |
|
|
2024
Q3 | $251K | Sell |
14,294
-1,866
| -12% | -$32.7K | ﹤0.01% | 1450 |
|
|
2024
Q2 | $357K | Buy |
16,160
+4,864
| +43% | +$108K | ﹤0.01% | 1219 |
|
|
2024
Q1 | $325K | Hold |
11,296
| – | – | ﹤0.01% | 1280 |
|
|
2023
Q4 | $305K | Hold |
11,296
| – | – | 0.01% | 1260 |
|
|
2023
Q3 | $326K | Sell |
11,296
-479
| -4% | -$13.8K | 0.01% | 1186 |
|
|
2023
Q2 | $361K | Buy |
+11,775
| New | +$361K | 0.01% | 1142 |
|