SMH Capital 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $261K | Sell |
100,410
-2,298
| -2% | -$5.98K | 0.59% | 27 |
|
2025
Q1 | $232K | Sell |
102,708
-2,105
| -2% | -$4.76K | 0.54% | 30 |
|
2024
Q4 | $256K | Buy |
104,813
+26
| +0% | +$63 | 0.62% | 30 |
|
2024
Q3 | $270K | Sell |
104,787
-2,531
| -2% | -$6.53K | 0.84% | 29 |
|
2024
Q2 | $280K | Sell |
107,318
-4,684
| -4% | -$12.2K | 0.86% | 29 |
|
2024
Q1 | $311K | Sell |
112,002
-296
| -0.3% | -$823 | 0.84% | 21 |
|
2023
Q4 | $317K | Sell |
112,298
-1,025
| -0.9% | -$2.89K | 0.69% | 17 |
|
2023
Q3 | $323K | Sell |
113,323
-14,943
| -12% | -$42.6K | 0.75% | 15 |
|
2023
Q2 | $392K | Sell |
128,266
-1,975
| -2% | -$6.04K | 0.85% | 15 |
|
2023
Q1 | $357K | Sell |
130,241
-9,363
| -7% | -$25.7K | 2.12% | 12 |
|
2022
Q4 | $403K | Buy |
139,604
+27
| +0% | +$78 | 0.59% | 23 |
|
2022
Q3 | $401K | Buy |
139,577
+5,647
| +4% | +$16.2K | 0.6% | 21 |
|
2022
Q2 | $592K | Buy |
133,930
+13,264
| +11% | +$58.6K | 0.8% | 18 |
|
2022
Q1 | $627K | Buy |
120,666
+1,455
| +1% | +$7.56K | 1.02% | 15 |
|
2021
Q4 | $525K | Sell |
119,211
-84
| -0.1% | -$370 | 1.04% | 14 |
|
2021
Q3 | $679K | Sell |
119,295
-309
| -0.3% | -$1.76K | 1.25% | 15 |
|
2021
Q2 | $740K | Buy |
+119,604
| New | +$740K | 1.49% | 14 |
|