One Wealth Advisors’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
Q2 | – | Hold |
0
| – | – | – | 266 |
|
2019
Q1 | – | Sell |
-1,170
| Closed | -$330K | – | 574 |
|
2018
Q4 | $330K | Sell |
1,170
-63
| -5% | -$17.8K | 0.33% | 51 |
|
2018
Q3 | $441K | Sell |
1,233
-53
| -4% | -$19K | 0.34% | 41 |
|
2018
Q2 | $397K | Buy |
1,286
+145
| +13% | +$44.8K | 0.32% | 52 |
|
2018
Q1 | $322K | Buy |
+1,141
| New | +$322K | 0.28% | 65 |
|