Institute for Wealth Management’s Clough Global Opportunities Fund GLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,336
| Closed | -$50.5K | – | 457 |
|
|
2023
Q1 | $50.5K | Hold |
10,336
| – | – | 0.01% | 441 |
|
|
2022
Q4 | $52.4K | Sell |
10,336
-575
| -5% | -$2.92K | 0.01% | 443 |
|
|
2022
Q3 | $61K | Hold |
10,911
| – | – | 0.01% | 439 |
|
|
2022
Q2 | $80K | Hold |
10,911
| – | – | 0.02% | 514 |
|
|
2022
Q1 | $103K | Sell |
10,911
-400
| -4% | -$3.78K | 0.02% | 525 |
|
|
2021
Q4 | $120K | Sell |
11,311
-73
| -0.6% | -$774 | 0.02% | 481 |
|
|
2021
Q3 | $139K | Hold |
11,384
| – | – | 0.02% | 465 |
|
|
2021
Q2 | $138K | Sell |
11,384
-36
| -0.3% | -$436 | 0.02% | 474 |
|
|
2021
Q1 | $140K | Sell |
11,420
-109
| -0.9% | -$1.34K | 0.03% | 451 |
|
|
2020
Q4 | $128K | Hold |
11,529
| – | – | 0.03% | 432 |
|
|
2020
Q3 | $108K | Hold |
11,529
| – | – | 0.02% | 406 |
|
|
2020
Q2 | $100K | Hold |
11,529
| – | – | 0.02% | 418 |
|
|
2020
Q1 | $83K | Buy |
+11,529
| New | +$83K | 0.03% | 386 |
|
|
2019
Q2 | – | Sell |
-10,754
| Closed | -$104K | – | 480 |
|
|
2019
Q1 | $104K | Hold |
10,754
| – | – | 0.02% | 433 |
|
|
2018
Q4 | $89K | Buy |
+10,754
| New | +$89K | 0.04% | 259 |
|
|
2018
Q1 | – | Sell |
-11,697
| Closed | -$125K | – | 308 |
|
|
2017
Q4 | $125K | Buy |
+11,697
| New | +$125K | 0.03% | 371 |
|