WCM
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Wealthcare Capital Management’s Graham Corp GHM Stock Holding History

Wealthcare Capital Management’s Portfolio GHM Stock Details GHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-149
Closed -$2K – 307
2021
Q1 		$2K Buy
+149
New +$2.32K ﹤0.01% 560

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Wealthcare Capital Management's GHM Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Graham Corp (GHM) in Q2 2021, closing a stake of 149 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in GHM in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 75 funds tracked by Wall St. Rank hold GHM as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Graham Corp position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 149 Graham Corp shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Graham Corp in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Graham Corp position peaked at $2K in Q1 2021.
  • 75 funds tracked by Wall St. Rank held Graham Corp as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.