Kestra Private Wealth Services’s US Global Investors GROW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.3K | Hold |
22,822
| – | – | ﹤0.01% | 1568 |
|
|
2025
Q1 | $51.6K | Hold |
22,822
| – | – | ﹤0.01% | 1469 |
|
|
2024
Q4 | $55.7K | Buy |
+22,822
| New | +$55.7K | ﹤0.01% | 1381 |
|
|
2024
Q3 | – | Sell |
-22,822
| Closed | -$59.6K | – | 1409 |
|
|
2024
Q2 | $59.6K | Hold |
22,822
| – | – | ﹤0.01% | 1305 |
|
|
2024
Q1 | $63.4K | Hold |
22,822
| – | – | ﹤0.01% | 1256 |
|
|
2023
Q4 | $64.4K | Hold |
22,822
| – | – | ﹤0.01% | 1160 |
|
|
2023
Q3 | $65K | Hold |
22,822
| – | – | ﹤0.01% | 1105 |
|
|
2023
Q2 | $69.8K | Hold |
22,822
| – | – | ﹤0.01% | 1026 |
|
|
2023
Q1 | $60.9K | Buy |
22,822
+2,000
| +10% | +$5.34K | ﹤0.01% | 1005 |
|
|
2022
Q4 | $60.2K | Hold |
20,822
| – | – | ﹤0.01% | 867 |
|
|
2022
Q3 | $60K | Hold |
20,822
| – | – | ﹤0.01% | 858 |
|
|
2022
Q2 | $92K | Hold |
20,822
| – | – | 0.01% | 854 |
|
|
2022
Q1 | $108K | Hold |
20,822
| – | – | 0.01% | 928 |
|
|
2021
Q4 | $92K | Hold |
20,822
| – | – | ﹤0.01% | 966 |
|
|
2021
Q3 | $118K | Hold |
20,822
| – | – | 0.01% | 895 |
|
|
2021
Q2 | $129K | Sell |
20,822
-2,761
| -12% | -$17.1K | 0.01% | 845 |
|
|
2021
Q1 | $165K | Sell |
23,583
-1,704
| -7% | -$11.9K | 0.01% | 751 |
|
|
2020
Q4 | $126K | Sell |
25,287
-2,000
| -7% | -$9.97K | 0.01% | 699 |
|
|
2020
Q3 | $65K | Buy |
+27,287
| New | +$65K | 0.01% | 661 |
|