TriaGen Wealth Management’s Graco GGG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-4,742
| Closed | -$443K | – | 166 |
|
2024
Q1 | $443K | Hold |
4,742
| – | – | 0.18% | 103 |
|
2023
Q4 | $411K | Sell |
4,742
-60
| -1% | -$5.21K | 0.2% | 104 |
|
2023
Q3 | $350K | Hold |
4,802
| – | – | 0.18% | 105 |
|
2023
Q2 | $415K | Sell |
4,802
-4,802
| -50% | -$415K | 0.19% | 109 |
|
2023
Q1 | $701K | Buy |
+9,604
| New | +$701K | 0.35% | 73 |
|