SkyOak Wealth’s Gritstone bio, Inc. Common Stock GRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,520
| Closed | -$8.97K | – | 267 |
|
|
2024
Q2 | $8.97K | Sell |
14,520
-16,821
| -54% | -$10.4K | ﹤0.01% | 242 |
|
|
2024
Q1 | $80.5K | Sell |
31,341
-5,299
| -14% | -$13.6K | 0.02% | 238 |
|
|
2023
Q4 | $74.7K | Sell |
36,640
-24,235
| -40% | -$49.4K | 0.02% | 230 |
|
|
2023
Q3 | $105K | Sell |
60,875
-13,420
| -18% | -$23.1K | 0.03% | 222 |
|
|
2023
Q2 | $145K | Sell |
74,295
-52,413
| -41% | -$102K | 0.04% | 223 |
|
|
2023
Q1 | $352K | Sell |
126,708
-2,580
| -2% | -$7.17K | 0.11% | 148 |
|
|
2022
Q4 | $446K | Sell |
129,288
-3,563
| -3% | -$12.3K | 0.15% | 120 |
|
|
2022
Q3 | $341K | Hold |
132,851
| – | – | 0.12% | 138 |
|
|
2022
Q2 | $321K | Sell |
132,851
-36,885
| -22% | -$89.1K | 0.11% | 148 |
|
|
2022
Q1 | $699K | Buy |
169,736
+143,156
| +539% | +$590K | 0.19% | 104 |
|
|
2021
Q4 | $342K | Buy |
26,580
+56
| +0.2% | +$721 | 0.09% | 171 |
|
|
2021
Q3 | $286K | Hold |
26,524
| – | – | 0.08% | 183 |
|
|
2021
Q2 | $242K | Sell |
26,524
-889
| -3% | -$8.11K | 0.06% | 196 |
|
|
2021
Q1 | $268K | Sell |
27,413
-42,365
| -61% | -$414K | 0.07% | 182 |
|
|
2020
Q4 | $275K | Buy |
+69,778
| New | +$275K | 0.09% | 172 |
|