Lyons Wealth Management’s W.W. Grainger GWW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,151
| Closed | -$607K | – | 23 |
|
|
2018
Q4 | $607K | Sell |
2,151
-191
| -8% | -$53.9K | 1.98% | 23 |
|
|
2018
Q3 | $840K | Sell |
2,342
-400
| -15% | -$143K | 1.66% | 23 |
|
|
2018
Q2 | $846K | Sell |
2,742
-204
| -7% | -$62.9K | 1.21% | 17 |
|
|
2018
Q1 | $833K | Sell |
2,946
-1,075
| -27% | -$304K | 1.27% | 23 |
|
|
2017
Q4 | $950K | Sell |
4,021
-90
| -2% | -$21.3K | 1.55% | 12 |
|
|
2017
Q3 | $740K | Buy |
+4,111
| New | +$740K | 1.11% | 24 |
|