Steward Partners Investment Advisory’s ESS Tech GWH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,825
| Closed | -$16.6K | – | 4075 |
|
|
2024
Q4 | $16.6K | Buy |
2,825
+2,325
| +465% | +$13.7K | ﹤0.01% | 2884 |
|
|
2024
Q3 | $3.16K | Buy |
500
+300
| +150% | +$1.9K | ﹤0.01% | 3317 |
|
|
2024
Q2 | $2.45K | Hold |
200
| – | – | ﹤0.01% | 3243 |
|
|
2024
Q1 | $2.17K | Hold |
200
| – | – | ﹤0.01% | 3273 |
|
|
2023
Q4 | $3.42K | Hold |
200
| – | – | ﹤0.01% | 3091 |
|
|
2023
Q3 | $5.64K | Buy |
+200
| New | +$5.64K | ﹤0.01% | 2784 |
|
|
2023
Q2 | – | Sell |
-27
| Closed | -$570 | – | 3348 |
|
|
2023
Q1 | $570 | Sell |
27
-21
| -44% | -$443 | ﹤0.01% | 3164 |
|
|
2022
Q4 | $1.74K | Sell |
48
-11,924
| -100% | -$433K | ﹤0.01% | 3043 |
|
|
2022
Q3 | $734K | Buy |
11,972
+11,900
| +16,528% | +$730K | 0.01% | 734 |
|
|
2022
Q2 | $3K | Buy |
72
+5
| +7% | +$208 | ﹤0.01% | 2912 |
|
|
2022
Q1 | $6K | Buy |
67
+44
| +191% | +$3.94K | ﹤0.01% | 2823 |
|
|
2021
Q4 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 2884 |
|