Integrated Wealth Concepts’s Gritstone bio, Inc. Common Stock GRTS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-25,021	Closed	-$51K	–	1712
2023 Q4	$51K	Hold	25,021	–	–	﹤0.01%	1560
2023 Q3	$43K	Buy	25,021 +10,000	+67%	+$17.2K	﹤0.01%	1517
2023 Q2	$29.3K	Buy	15,021 +3,000	+25%	+$5.85K	﹤0.01%	1535
2023 Q1	$33K	Buy	+12,021	New	+$33K	﹤0.01%	1318