WR Wealth Planners’s Grifois GRFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.88K | Hold |
387
| – | – | ﹤0.01% | 791 |
|
|
2024
Q3 | $3.44K | Sell |
387
-163
| -30% | -$1.45K | ﹤0.01% | 804 |
|
|
2024
Q2 | $3.47K | Hold |
550
| – | – | ﹤0.01% | 779 |
|
|
2024
Q1 | $3.67K | Buy |
+550
| New | +$3.67K | ﹤0.01% | 781 |
|
|
2023
Q4 | – | Sell |
-811
| Closed | -$7.41K | – | 461 |
|
|
2023
Q3 | $7.41K | Hold |
811
| – | – | ﹤0.01% | 621 |
|
|
2023
Q2 | $7.43K | Hold |
811
| – | – | ﹤0.01% | 621 |
|
|
2023
Q1 | $5.98K | Buy |
+811
| New | +$5.98K | ﹤0.01% | 657 |
|