SPWM
Spartan Planning & Wealth Management’s W.W. Grainger GWW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $151K | Sell |
182
-140
| -43% | -$116K | 0.16% | 69 |
|
|
2023
Q3 | $223K | Buy |
+322
| New | +$223K | 0.26% | 57 |
|
|
2022
Q4 | $400K | Buy |
719
+306
| +74% | +$170K | 0.5% | 32 |
|
|
2022
Q3 | $202K | Sell |
413
-178
| -30% | -$87.1K | 0.26% | 25 |
|
|
2022
Q2 | $269K | Buy |
591
+244
| +70% | +$111K | 0.36% | 25 |
|
|
2022
Q1 | $179K | Buy |
+347
| New | +$179K | 0.22% | 58 |
|