MWPCG
Measured Wealth Private Client Group’s Greif GEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,771
| Closed | -$288K | – | 184 |
|
|
2021
Q4 | $288K | Sell |
4,771
-1,477
| -24% | -$89.2K | 0.1% | 129 |
|
|
2021
Q3 | $404K | Sell |
6,248
-1,178
| -16% | -$76.2K | 0.16% | 86 |
|
|
2021
Q2 | $450K | Buy |
7,426
+1,012
| +16% | +$61.3K | 0.14% | 89 |
|
|
2021
Q1 | $366K | Buy |
6,414
+276
| +4% | +$15.7K | 0.13% | 96 |
|
|
2020
Q4 | $288K | Sell |
6,138
-23,080
| -79% | -$1.08M | 0.12% | 100 |
|
|
2020
Q3 | $1.06M | Buy |
+29,218
| New | +$1.06M | 0.51% | 34 |
|