SWA
Strategies Wealth Advisors’s Green Brick Partners GRBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,800
| Closed | -$509K | – | 99 |
|
|
2023
Q4 | $509K | Buy |
+9,800
| New | +$509K | 0.09% | 56 |
|
|
2023
Q3 | – | Sell |
-9,800
| Closed | -$557K | – | 80 |
|
|
2023
Q2 | $557K | Hold |
9,800
| – | – | 0.11% | 55 |
|
|
2023
Q1 | $344K | Hold |
9,800
| – | – | 0.08% | 64 |
|
|
2022
Q4 | $237K | Buy |
+9,800
| New | +$237K | 0.06% | 69 |
|
|
2022
Q1 | – | Sell |
-9,800
| Closed | -$297K | – | 84 |
|
|
2021
Q4 | $297K | Buy |
+9,800
| New | +$297K | 0.08% | 70 |
|