SS&H Financial Advisors’s Graco GGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,917
| Closed | -$213K | – | 117 |
|
|
2023
Q3 | $213K | Buy |
+2,917
| New | +$213K | 0.1% | 115 |
|
|
2023
Q1 | $234K | Sell |
3,209
-265
| -8% | -$19.3K | 0.11% | 115 |
|
|
2022
Q4 | $234K | Sell |
3,474
-1,050
| -23% | -$70.6K | 0.11% | 110 |
|
|
2022
Q3 | $271K | Sell |
4,524
-933
| -17% | -$55.9K | 0.14% | 108 |
|
|
2022
Q2 | $324K | Hold |
5,457
| – | – | 0.15% | 104 |
|
|
2022
Q1 | $380K | Buy |
+5,457
| New | +$380K | 0.15% | 107 |
|