SVB Wealth’s Grove Collaborative GROV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30,340
| Closed | -$53.7K | – | 884 |
|
|
2023
Q4 | $53.7K | Buy |
30,340
+15,170
| +100% | +$26.9K | ﹤0.01% | 854 |
|
|
2023
Q3 | $40.4K | Sell |
15,170
-16,063
| -51% | -$42.7K | ﹤0.01% | 837 |
|
|
2023
Q2 | $55.3K | Buy |
31,233
+15,169
| +94% | +$26.8K | ﹤0.01% | 901 |
|
|
2023
Q1 | $35.2K | Hold |
16,064
| – | – | ﹤0.01% | 986 |
|
|
2022
Q4 | $32K | Buy |
+16,064
| New | +$32K | ﹤0.01% | 1020 |
|