Principal Securities’s United-Guardian UG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $952 | Buy |
119
+112
| +1,600% | +$896 | ﹤0.01% | 3351 |
|
|
2025
Q1 | $67 | Hold |
7
| – | – | ﹤0.01% | 3527 |
|
|
2024
Q4 | $67 | Sell |
7
-129
| -95% | -$1.24K | ﹤0.01% | 3522 |
|
|
2024
Q3 | $2.16K | Hold |
136
| – | – | ﹤0.01% | 2934 |
|
|
2024
Q2 | $1.22K | Sell |
136
-50
| -27% | -$447 | ﹤0.01% | 3026 |
|
|
2024
Q1 | $1.42K | Hold |
186
| – | – | ﹤0.01% | 2956 |
|
|
2023
Q4 | $1.34K | Buy |
+186
| New | +$1.34K | ﹤0.01% | 2897 |
|