Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-44,490
| Closed | -$89K | – | 806 |
|
|
2019
Q3 | $89K | Hold |
44,490
| – | – | 0.03% | 252 |
|
|
2019
Q2 | $81K | Hold |
44,490
| – | – | 0.02% | 252 |
|
|
2019
Q1 | $48K | Hold |
44,490
| – | – | 0.01% | 338 |
|
|
2018
Q4 | $49K | Hold |
44,490
| – | – | 0.02% | 289 |
|
|
2018
Q3 | $68K | Hold |
44,490
| – | – | 0.02% | 256 |
|
|
2018
Q2 | $72K | Buy |
44,490
+10,970
| +33% | +$17.8K | 0.04% | 265 |
|
|
2018
Q1 | $85K | Buy |
+33,520
| New | +$85K | 0.05% | 258 |
|