Summit Securities Group’s ESS Tech GWH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6
| Closed | – | – | 617 |
|
|
2024
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 574 |
|
|
2023
Q1 | – | Sell |
-320
| Closed | -$12K | – | 834 |
|
|
2022
Q4 | $12K | Buy |
+320
| New | +$12K | ﹤0.01% | 773 |
|
|
2022
Q2 | – | Sell |
-125
| Closed | -$10K | – | 814 |
|
|
2022
Q1 | $10K | Sell |
125
-933
| -88% | -$74.6K | ﹤0.01% | 596 |
|
|
2021
Q4 | $182K | Buy |
+1,058
| New | +$182K | 0.01% | 337 |
|