Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-6,700
Closed -$286K 5508
2018
Q4
$286K Buy
6,700
+2,500
+60% +$107K 0.01% 3028
2018
Q3
$182K Sell
4,200
-36,700
-90% -$1.58M 0.01% 3835
2018
Q2
$1.76M Buy
40,900
+9,500
+30% +$394K 0.05% 1482
2018
Q1
$1.27M Sell
31,400
-40,400
-56% -$1.47M 0.04% 1686
2017
Q4
$2.77K Buy
71,800
+51,300
+250% +$1.8M 0.08% 1068
2017
Q3
$672 Sell
20,500
-2,200
-10% -$63.4K 0.01% 2210
2017
Q2
$660 Sell
22,700
-26,800
-54% -$799K 0.02% 2128
2017
Q1
$1.57K Buy
49,500
+2,500
+5% +$79.5K 0.07% 1252
2016
Q4
$1.36M Buy
47,000
+21,400
+84% +$589K 0.08% 1273
2016
Q3
$662K Sell
25,600
-26,000
-50% -$722K 0.04% 1886
2016
Q2
$1.39M Sell
51,600
-4,400
-8% -$120K 0.11% 1305
2016
Q1
$1.39M Buy
56,000
+2,600
+5% +$54K 0.15% 1114
2015
Q4
$1.3M Sell
53,400
-100
-0.2% -$2.46K 0.07% 1054
2015
Q3
$1.42M Sell
53,500
-63,000
-54% -$1.85M 0.08% 848
2015
Q2
$3.24M Buy
116,500
+75,900
+187% +$2.08M 0.2% 486
2015
Q1
$1.08M Sell
40,600
-13,600
-25% -$386K 0.08% 971
2014
Q4
$1.52M Buy
54,200
+15,300
+39% +$420K 0.08% 814
2014
Q3
$1.07M Buy
38,900
+19,800
+104% +$562K 0.08% 784
2014
Q2
$574 Buy
19,100
+11,900
+165% +$364K 0.06% 1163
2014
Q1
$235 Sell
7,200
-10,600
-60% -$344K 0.02% 1800
2013
Q4
$506K Buy
17,800
+12,100
+212% +$328K 0.03% 1555
2013
Q3
$163K Buy
5,700
+2,700
+90% +$68.6K 0.02% 1801
2013
Q2
$69K Buy
+3,000
New +$78K 0.01% 2144

Other funds holding USG