IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-160
| Closed | -$376 | – | 3502 |
|
|
2023
Q1 | $376 | Hold |
160
| – | – | ﹤0.01% | 3218 |
|
|
2022
Q4 | $1K | Hold |
160
| – | – | ﹤0.01% | 4355 |
|
|
2022
Q3 | $1K | Hold |
160
| – | – | ﹤0.01% | 4564 |
|
|
2022
Q2 | $1K | Hold |
160
| – | – | ﹤0.01% | 4339 |
|
|
2022
Q1 | $1K | Hold |
160
| – | – | ﹤0.01% | 4339 |
|
|
2021
Q4 | $1K | Hold |
160
| – | – | ﹤0.01% | 2964 |
|
|
2021
Q3 | $1K | Hold |
160
| – | – | ﹤0.01% | 2968 |
|
|
2021
Q2 | $1K | Buy |
+160
| New | +$1K | ﹤0.01% | 2865 |
|
|
2019
Q1 | – | Sell |
-15,000
| Closed | -$17K | – | 2752 |
|
|
2018
Q4 | $17K | Hold |
15,000
| – | – | ﹤0.01% | 2184 |
|
|
2018
Q3 | $23K | Hold |
15,000
| – | – | ﹤0.01% | 2351 |
|
|
2018
Q2 | $24K | Hold |
15,000
| – | – | ﹤0.01% | 2325 |
|
|
2018
Q1 | $58K | Hold |
15,000
| – | – | ﹤0.01% | 1728 |
|
|
2017
Q4 | $58K | Sell |
15,000
-1,715
| -10% | -$6.63K | ﹤0.01% | 1725 |
|
|
2017
Q3 | $36K | Hold |
16,715
| – | – | ﹤0.01% | 2185 |
|
|
2017
Q2 | $25K | Sell |
16,715
-570
| -3% | -$853 | ﹤0.01% | 2421 |
|
|
2017
Q1 | $27K | Hold |
17,285
| – | – | ﹤0.01% | 2284 |
|
|
2016
Q4 | $24K | Hold |
17,285
| – | – | ﹤0.01% | 2310 |
|
|
2016
Q3 | $32K | Hold |
17,285
| – | – | ﹤0.01% | 2083 |
|
|
2016
Q2 | $29K | Buy |
+17,285
| New | +$29K | ﹤0.01% | 2091 |
|
|
2016
Q1 | – | Sell |
-3,205
| Closed | -$4K | – | 2797 |
|
|
2015
Q4 | $4K | Buy |
+3,205
| New | +$4K | ﹤0.01% | 3054 |
|