WR Wealth Planners’s Graco GGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $16.5K | Hold |
196
| – | – | 0.01% | 512 |
|
|
2024
Q3 | $17.2K | Buy |
196
+40
| +26% | +$3.5K | ﹤0.01% | 527 |
|
|
2024
Q2 | $12.4K | Buy |
156
+30
| +24% | +$2.38K | ﹤0.01% | 557 |
|
|
2024
Q1 | $11.8K | Buy |
+126
| New | +$11.8K | ﹤0.01% | 567 |
|
|
2023
Q4 | – | Sell |
-120
| Closed | -$8.75K | – | 448 |
|
|
2023
Q3 | $8.75K | Hold |
120
| – | – | ﹤0.01% | 597 |
|
|
2023
Q2 | $10.4K | Sell |
120
-16
| -12% | -$1.38K | ﹤0.01% | 563 |
|
|
2023
Q1 | $9.93K | Buy |
+136
| New | +$9.93K | ﹤0.01% | 557 |
|