Tilia Fiduciary Partners’s Graco GGG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-615
| Closed | -$53.1K | – | 237 |
|
2023
Q2 | $53.1K | Hold |
615
| – | – | 0.05% | 200 |
|
2023
Q1 | $44.9K | Hold |
615
| – | – | 0.04% | 219 |
|
2022
Q4 | $41.4K | Hold |
615
| – | – | 0.04% | 216 |
|
2022
Q3 | $37K | Hold |
615
| – | – | 0.04% | 223 |
|
2022
Q2 | $36K | Hold |
615
| – | – | 0.03% | 238 |
|
2022
Q1 | $43K | Hold |
615
| – | – | 0.04% | 236 |
|
2021
Q4 | $50K | Buy |
+615
| New | +$50K | 0.04% | 226 |
|