WP
WealthSource Partners’s W.W. Grainger GWW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-442
| Closed | -$201K | – | 517 |
|
|
2022
Q2 | $201K | Buy |
442
+4
| +0.9% | +$1.82K | 0.01% | 488 |
|
|
2022
Q1 | $226K | Buy |
438
+30
| +7% | +$15.5K | 0.02% | 521 |
|
|
2021
Q4 | $212K | Sell |
408
-102
| -20% | -$53K | 0.02% | 512 |
|
|
2021
Q3 | $201K | Buy |
+510
| New | +$201K | 0.02% | 484 |
|
|
2018
Q4 | – | Sell |
-590
| Closed | -$211K | – | 319 |
|
|
2018
Q3 | $211K | Buy |
+590
| New | +$211K | 0.06% | 287 |
|