Cambridge Investment Research Advisors’s US Global Investors GROW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-70,560
| Closed | -$385K | – | 2920 |
|
|
2020
Q4 | $385K | Hold |
70,560
| – | – | ﹤0.01% | 1953 |
|
|
2020
Q3 | $168K | Sell |
70,560
-54,695
| -44% | -$130K | ﹤0.01% | 2291 |
|
|
2020
Q2 | $238K | Sell |
125,255
-490
| -0.4% | -$931 | ﹤0.01% | 2060 |
|
|
2020
Q1 | $122K | Sell |
125,745
-1,265
| -1% | -$1.23K | ﹤0.01% | 2074 |
|
|
2019
Q4 | $183K | Sell |
127,010
-5,158
| -4% | -$7.43K | ﹤0.01% | 2240 |
|
|
2019
Q3 | $263K | Buy |
132,168
+300
| +0.2% | +$597 | ﹤0.01% | 1922 |
|
|
2019
Q2 | $239K | Sell |
131,868
-13,396
| -9% | -$24.3K | ﹤0.01% | 1896 |
|
|
2019
Q1 | $158K | Sell |
145,264
-3,037
| -2% | -$3.3K | ﹤0.01% | 2127 |
|
|
2018
Q4 | $163K | Buy |
148,301
+10
| +0% | +$11 | ﹤0.01% | 1968 |
|
|
2018
Q3 | $225K | Sell |
148,291
-2,993
| -2% | -$4.54K | ﹤0.01% | 1981 |
|
|
2018
Q2 | $244K | Sell |
151,284
-3,485
| -2% | -$5.62K | ﹤0.01% | 1871 |
|
|
2018
Q1 | $392K | Buy |
154,769
+726
| +0.5% | +$1.84K | ﹤0.01% | 1483 |
|
|
2017
Q4 | $601K | Buy |
+154,043
| New | +$601K | 0.01% | 1214 |
|