Steward Partners Investment Advisory’s Clough Global Opportunities Fund GLO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-353
| Closed | -$1.81K | – | 4069 |
|
2024
Q4 | $1.81K | Hold |
353
| – | – | ﹤0.01% | 3659 |
|
2024
Q3 | $1.92K | Sell |
353
-5,248
| -94% | -$28.6K | ﹤0.01% | 3443 |
|
2024
Q2 | $30.1K | Hold |
5,601
| – | – | ﹤0.01% | 2338 |
|
2024
Q1 | $28.5K | Hold |
5,601
| – | – | ﹤0.01% | 2364 |
|
2023
Q4 | $26.3K | Buy |
5,601
+330
| +6% | +$1.55K | ﹤0.01% | 2269 |
|
2023
Q3 | $23.3K | Sell |
5,271
-1,162
| -18% | -$5.15K | ﹤0.01% | 2232 |
|
2023
Q2 | $32.2K | Buy |
6,433
+123
| +2% | +$616 | ﹤0.01% | 2066 |
|
2023
Q1 | $30.9K | Buy |
6,310
+116
| +2% | +$567 | ﹤0.01% | 2070 |
|
2022
Q4 | $31.4K | Sell |
6,194
-1,346
| -18% | -$6.82K | ﹤0.01% | 2025 |
|
2022
Q3 | $42K | Buy |
7,540
+154
| +2% | +$858 | ﹤0.01% | 1866 |
|
2022
Q2 | $54K | Sell |
7,386
-676
| -8% | -$4.94K | ﹤0.01% | 1768 |
|
2022
Q1 | $76K | Sell |
8,062
-4,077
| -34% | -$38.4K | ﹤0.01% | 1715 |
|
2021
Q4 | $129K | Sell |
12,139
-23,282
| -66% | -$247K | ﹤0.01% | 1482 |
|
2021
Q3 | $431K | Buy |
35,421
+22,575
| +176% | +$275K | 0.01% | 956 |
|
2021
Q2 | $155K | Buy |
12,846
+3,292
| +34% | +$39.7K | ﹤0.01% | 1744 |
|
2021
Q1 | $117K | Sell |
9,554
-5,265
| -36% | -$64.5K | ﹤0.01% | 1542 |
|
2020
Q4 | $165K | Buy |
14,819
+156
| +1% | +$1.74K | ﹤0.01% | 1150 |
|
2020
Q3 | $137K | Buy |
14,663
+6,089
| +71% | +$56.9K | ﹤0.01% | 1088 |
|
2020
Q2 | $75K | Sell |
8,574
-697
| -8% | -$6.1K | ﹤0.01% | 1262 |
|
2020
Q1 | $66K | Buy |
9,271
+151
| +2% | +$1.08K | ﹤0.01% | 1165 |
|
2019
Q4 | $86K | Sell |
9,120
-679
| -7% | -$6.4K | ﹤0.01% | 1185 |
|
2019
Q3 | $89K | Buy |
9,799
+96
| +1% | +$872 | ﹤0.01% | 1133 |
|
2019
Q2 | $90K | Buy |
+9,703
| New | +$90K | ﹤0.01% | 1098 |
|
2019
Q1 | – | Sell |
-19,317
| Closed | -$158K | – | 811 |
|
2018
Q4 | $158K | Buy |
19,317
+410
| +2% | +$3.35K | 0.01% | 719 |
|
2018
Q3 | $205K | Buy |
+18,907
| New | +$205K | 0.01% | 711 |
|
2018
Q2 | – | Sell |
-18,390
| Closed | -$196K | – | 2485 |
|
2018
Q1 | $196K | Sell |
18,390
-137
| -0.7% | -$1.46K | 0.01% | 624 |
|
2017
Q4 | $201K | Sell |
18,527
-749
| -4% | -$8.13K | 0.02% | 516 |
|
2017
Q3 | $215K | Buy |
19,276
+320
| +2% | +$3.57K | 0.02% | 430 |
|
2017
Q2 | $200K | Buy |
18,956
+259
| +1% | +$2.73K | 0.02% | 402 |
|
2017
Q1 | $192K | Buy |
+18,697
| New | +$192K | 0.03% | 331 |
|