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Retirement Financial Solutions’s ESS Tech GWH Stock Holding History

Retirement Financial Solutions’s Portfolio GWH Stock Details GWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-104
Closed -$3.78K – 107
2022
Q4 		$3.78K Buy
+104
New +$5.33K ﹤0.01% 187

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Retirement Financial Solutions's GWH Position: Q1 2023 in Review

Retirement Financial Solutions sold out of ESS Tech (GWH) in Q1 2023, closing a stake of 104 shares — an estimated $3.78K sold.

Retirement Financial Solutions first reported a position in GWH in Q4 2022 and held it in 1 quarter. The position peaked at $3.78K in Q4 2022. 102 funds tracked by Wall St. Rank hold GWH as of Q1 2023.

  • Retirement Financial Solutions reported no remaining ESS Tech position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 104 ESS Tech shares in Q1 2023, an estimated $3.78K.
  • Retirement Financial Solutions first reported a position in ESS Tech in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's ESS Tech position peaked at $3.78K in Q4 2022.
  • 102 funds tracked by Wall St. Rank held ESS Tech as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.