WAG
Windsor Advisory Group’s Greif GEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,411
| Closed | -$527K | – | 88 |
|
|
2024
Q3 | $527K | Sell |
8,411
-18,200
| -68% | -$1.14M | 0.59% | 34 |
|
|
2024
Q2 | $1.53M | Hold |
26,611
| – | – | 3.07% | 10 |
|
|
2024
Q1 | $1.84M | Hold |
26,611
| – | – | 5.18% | 6 |
|
|
2023
Q4 | $1.75M | Hold |
26,611
| – | – | 5.19% | 7 |
|
|
2023
Q3 | $1.78M | Sell |
26,611
-11,525
| -30% | -$770K | 4.23% | 7 |
|
|
2023
Q2 | $2.63M | Hold |
38,136
| – | – | 6.49% | 4 |
|
|
2023
Q1 | $2.42M | Buy |
+38,136
| New | +$2.42M | 5.78% | 5 |
|