RWMG
BGRY

Redwood Wealth Management Group’s Berkshire Grey, Inc. Class A Common Stock BGRY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-192,794
Closed -$272K 151
2023
Q2
$272K Sell
192,794
-6,200
-3% -$8.74K 0.3% 96
2023
Q1
$275K Buy
198,994
+22,834
+13% +$31.5K 0.31% 95
2022
Q4
$106K Buy
+176,160
New +$106K 0.13% 122