Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-2,562
Closed -$110K 6420
2018
Q4
$109K Sell
2,562
-2,684
-51% -$115K 0.01% 3114
2018
Q3
$227K Buy
+5,246
New +$227K 0.02% 2933
2018
Q2
Sell
-17,700
Closed -$735K 6377
2018
Q1
$715K Sell
17,700
-7,105
-29% -$258K 0.06% 1763
2017
Q4
$956K Buy
24,805
+2,662
+12% +$93.5K 0.05% 1738
2017
Q3
$723K Buy
+22,143
New +$638K 0.04% 1801
2017
Q2
Sell
-8,813
Closed -$263K 5889
2017
Q1
$280K Sell
8,813
-10,077
-53% -$321K 0.02% 2279
2016
Q4
$546K Buy
18,890
+14,054
+291% +$387K 0.03% 1703
2016
Q3
$125K Sell
4,836
-6,446
-57% -$179K 0.01% 2799
2016
Q2
$304K Buy
11,282
+6,677
+145% +$182K 0.03% 2109
2016
Q1
$114K Sell
4,605
-5,754
-56% -$120K 0.01% 2739
2015
Q4
$252K Buy
10,359
+1,291
+14% +$31.8K 0.02% 2319
2015
Q3
$241K Sell
9,068
-12,641
-58% -$371K 0.02% 2376
2015
Q2
$603K Sell
21,709
-13,342
-38% -$366K 0.06% 1614
2015
Q1
$936K Buy
35,051
+19,581
+127% +$555K 0.1% 1134
2014
Q4
$433K Buy
15,470
+8,951
+137% +$245K 0.04% 1663
2014
Q3
$179K Buy
+6,519
New +$185K 0.02% 2464
2014
Q2
Sell
-22,601
Closed -$691K 6042
2014
Q1
$740K Buy
22,601
+13,514
+149% +$439K 0.08% 1325
2013
Q4
$258K Buy
9,087
+2,558
+39% +$69.3K 0.03% 2213
2013
Q3
$187K Buy
6,529
+1,619
+33% +$41.1K 0.02% 2443
2013
Q2
$113K Buy
+4,910
New +$128K 0.02% 2707

Other funds holding USG