Williams Jones Wealth Management’s W.R. Grace & Co. GRA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-3,895
| Closed | -$269K | – | 523 |
|
2021
Q2 | $269K | Hold |
3,895
| – | – | ﹤0.01% | 422 |
|
2021
Q1 | $233K | Hold |
3,895
| – | – | ﹤0.01% | 434 |
|
2020
Q4 | $214K | Buy |
+3,895
| New | +$214K | ﹤0.01% | 425 |
|
2020
Q1 | – | Sell |
-3,895
| Closed | -$272K | – | 448 |
|
2019
Q4 | $272K | Hold |
3,895
| – | – | 0.01% | 376 |
|
2019
Q3 | $260K | Buy |
+3,895
| New | +$260K | 0.01% | 372 |
|