MWPCG
Measured Wealth Private Client Group’s GMS Inc GMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,895
| Closed | -$443K | – | 187 |
|
|
2024
Q3 | $443K | Buy |
4,895
+51
| +1% | +$4.62K | 0.15% | 91 |
|
|
2024
Q2 | $390K | Buy |
4,844
+443
| +10% | +$35.7K | 0.14% | 121 |
|
|
2024
Q1 | $428K | Buy |
4,401
+403
| +10% | +$39.2K | 0.15% | 108 |
|
|
2023
Q4 | $330K | Buy |
+3,998
| New | +$330K | 0.12% | 123 |
|