Jackson Grant Investment Advisers’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 |
-20
| Closed | -$118 | – | 389 |
|
|
2024
Q4 | $118 | Hold |
20
| – | – | ﹤0.01% | 396 |
|
|
2024
Q3 | $126 | Hold |
20
| – | – | ﹤0.01% | 399 |
|
|
2024
Q2 | $247 | Hold |
20
| – | – | ﹤0.01% | 394 |
|
|
2024
Q1 | $218 | Hold |
20
| – | – | ﹤0.01% | 392 |
|
|
2023
Q4 | $344 | Hold |
20
| – | – | ﹤0.01% | 394 |
|
|
2023
Q3 | $568 | Hold |
20
| – | – | ﹤0.01% | 392 |
|
|
2023
Q2 | $444 | Hold |
20
| – | – | ﹤0.01% | 414 |
|
|
2023
Q1 | $420 | Hold |
20
| – | – | ﹤0.01% | 461 |
|
|
2022
Q4 | $734 | Hold |
20
| – | – | ﹤0.01% | 315 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 344 |
|
|
2022
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 351 |
|
|
2022
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 350 |
|
|
2021
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 279 |
|
|
2021
Q3 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 347 |
|