YorkBridge Wealth Partners’s Grifois GRFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-7,470
| Closed | -$158K | – | 363 |
|
|
2019
Q2 | $158K | Sell |
7,470
-40
| -0.5% | -$846 | 0.07% | 214 |
|
|
2019
Q1 | $151K | Buy |
7,510
+341
| +5% | +$6.86K | 0.07% | 207 |
|
|
2018
Q4 | $132K | Sell |
7,169
-357
| -5% | -$6.57K | 0.07% | 205 |
|
|
2018
Q3 | $161K | Hold |
7,526
| – | – | 0.07% | 200 |
|
|
2018
Q2 | $162K | Buy |
7,526
+1,600
| +27% | +$34.4K | 0.07% | 202 |
|
|
2018
Q1 | $125K | Buy |
5,926
+889
| +18% | +$18.8K | 0.06% | 254 |
|
|
2017
Q4 | $115K | Buy |
5,037
+1,153
| +30% | +$26.3K | 0.06% | 261 |
|
|
2017
Q3 | $85K | Buy |
3,884
+37
| +1% | +$810 | 0.04% | 311 |
|
|
2017
Q2 | $81K | Sell |
3,847
-122
| -3% | -$2.57K | 0.04% | 308 |
|
|
2017
Q1 | $87K | Sell |
3,969
-430
| -10% | -$9.43K | 0.05% | 295 |
|
|
2016
Q4 | $68K | Buy |
+4,399
| New | +$68K | 0.04% | 308 |
|