Wealthspire Advisors (Maryland)’s Grifois GRFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-327
| Closed | -$7K | – | 1098 |
|
|
2019
Q1 | $7K | Buy |
327
+12
| +4% | +$257 | ﹤0.01% | 1671 |
|
|
2018
Q4 | $6K | Sell |
315
-136
| -30% | -$2.59K | ﹤0.01% | 1655 |
|
|
2018
Q3 | $10K | Hold |
451
| – | – | ﹤0.01% | 1515 |
|
|
2018
Q2 | $10K | Sell |
451
-7
| -2% | -$155 | ﹤0.01% | 1534 |
|
|
2018
Q1 | $10K | Hold |
458
| – | – | ﹤0.01% | 1568 |
|
|
2017
Q4 | $10K | Buy |
458
+12
| +3% | +$262 | ﹤0.01% | 1581 |
|
|
2017
Q3 | $10K | Buy |
446
+65
| +17% | +$1.46K | ﹤0.01% | 1573 |
|
|
2017
Q2 | $8K | Buy |
381
+16
| +4% | +$336 | ﹤0.01% | 1616 |
|
|
2017
Q1 | $7K | Buy |
365
+220
| +152% | +$4.22K | ﹤0.01% | 1444 |
|
|
2016
Q4 | $2K | Hold |
145
| – | – | ﹤0.01% | 1551 |
|
|
2016
Q3 | $2K | Hold |
145
| – | – | ﹤0.01% | 1547 |
|
|
2016
Q2 | $2K | Buy |
145
+85
| +142% | +$1.17K | ﹤0.01% | 1511 |
|
|
2016
Q1 | $1K | Sell |
60
-2
| -3% | -$33 | ﹤0.01% | 1645 |
|
|
2015
Q4 | $1K | Buy |
+62
| New | +$1K | ﹤0.01% | 1617 |
|