Tradition Wealth Management’s US Global Investors GROW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,251
| Closed | -$4K | – | 718 |
|
|
2023
Q4 | $4K | Buy |
1,251
+9
| +0.7% | +$29 | ﹤0.01% | 1183 |
|
|
2023
Q3 | $4K | Buy |
1,242
+10
| +0.8% | +$32 | ﹤0.01% | 1233 |
|
|
2023
Q2 | $4K | Buy |
1,232
+9
| +0.7% | +$29 | ﹤0.01% | 1268 |
|
|
2023
Q1 | $3K | Buy |
1,223
+10
| +0.8% | +$25 | ﹤0.01% | 1248 |
|
|
2022
Q4 | $4K | Buy |
1,213
+10
| +0.8% | +$33 | ﹤0.01% | 1086 |
|
|
2022
Q3 | $3K | Buy |
1,203
+3
| +0.3% | +$7 | ﹤0.01% | 1148 |
|
|
2022
Q2 | $5K | Hold |
1,200
| – | – | ﹤0.01% | 953 |
|
|
2022
Q1 | $6K | Hold |
1,200
| – | – | ﹤0.01% | 1001 |
|
|
2021
Q4 | $5K | Hold |
1,200
| – | – | ﹤0.01% | 1051 |
|
|
2021
Q3 | $7K | Hold |
1,200
| – | – | ﹤0.01% | 973 |
|
|
2021
Q2 | $7K | Buy |
+1,200
| New | +$7K | ﹤0.01% | 1011 |
|