Steward Partners Investment Advisory’s ESS Tech GWH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $16.6K | Buy |
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|
2024
Q3 | $3.16K | Buy |
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|
2024
Q2 | $2.45K | Hold |
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|
2024
Q1 | $2.17K | Hold |
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|
2023
Q4 | $3.42K | Hold |
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|
2023
Q3 | $5.64K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $570 | Sell |
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|
2022
Q4 | $1.74K | Sell |
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|
2022
Q3 | $734K | Buy |
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|
2022
Q2 | $3K | Buy |
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|
2022
Q1 | $6K | Buy |
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|
2021
Q4 | $4K | Buy |
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