Creative Planning’s US Global Investors GROW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-14,875
| Closed | -$32K | – | 1920 |
|
|
2017
Q3 | $32K | Hold |
14,875
| – | – | ﹤0.01% | 1800 |
|
|
2017
Q2 | $23K | Sell |
14,875
-39
| -0.3% | -$60 | ﹤0.01% | 3059 |
|
|
2017
Q1 | $23K | Buy |
+14,914
| New | +$23K | ﹤0.01% | 3007 |
|
|
2015
Q4 | – | Sell |
-200
| Closed | – | – | 4324 |
|
|
2015
Q3 | $0 | Buy |
+200
| New | – | ﹤0.01% | 4204 |
|
|
2014
Q4 | – | Sell |
-1,000
| Closed | -$4K | – | 4070 |
|
|
2014
Q3 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 3324 |
|
|
2014
Q2 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 3214 |
|
|
2014
Q1 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 3173 |
|
|
2013
Q4 | $3K | Sell |
1,000
-200
| -17% | -$600 | ﹤0.01% | 3000 |
|
|
2013
Q3 | $3K | Hold |
1,200
| – | – | ﹤0.01% | 2883 |
|
|
2013
Q2 | $3K | Buy |
+1,200
| New | +$3K | ﹤0.01% | 2709 |
|