Hillsdale Investment Management’s United-Guardian UG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,714
| Closed | -$15.4K | – | 715 |
|
|
2025
Q1 | $15.4K | Hold |
1,714
| – | – | ﹤0.01% | 483 |
|
|
2024
Q4 | $16.4K | Hold |
1,714
| – | – | ﹤0.01% | 467 |
|
|
2024
Q3 | $27.2K | Buy |
+1,714
| New | +$27.2K | ﹤0.01% | 467 |
|
|
2022
Q2 | – | Sell |
-4,000
| Closed | -$91K | – | 617 |
|
|
2022
Q1 | $91K | Sell |
4,000
-400
| -9% | -$9.1K | 0.01% | 442 |
|
|
2021
Q4 | $72K | Buy |
+4,400
| New | +$72K | ﹤0.01% | 464 |
|