Kestra Private Wealth Services’s US Global Investors GROW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.3K | Hold |
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|
2025
Q1 | $51.6K | Hold |
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|
2024
Q4 | $55.7K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $59.6K | Hold |
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|
2024
Q1 | $63.4K | Hold |
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|
2023
Q4 | $64.4K | Hold |
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|
2023
Q3 | $65K | Hold |
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|
2023
Q2 | $69.8K | Hold |
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|
2023
Q1 | $60.9K | Buy |
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|
2022
Q4 | $60.2K | Hold |
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|
2022
Q3 | $60K | Hold |
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|
2022
Q2 | $92K | Hold |
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|
2022
Q1 | $108K | Hold |
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|
2021
Q4 | $92K | Hold |
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|
2021
Q3 | $118K | Hold |
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|
2021
Q2 | $129K | Sell |
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|
2021
Q1 | $165K | Sell |
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|
2020
Q4 | $126K | Sell |
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|
2020
Q3 | $65K | Buy |
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