Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 36 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CHARLES & COLVARD LTD | 1,863,398 | reported | 01 Mar 2024 | tx 247+3,301,278−363,838 |
| GATEWAY FINANCIAL HOLDINGS INC | 124,707 | reported | 26 Dec 2008 | tx 106+115,527 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Mar 2024 | PURCHASE | CHARLES & COLVARD LTD | 19,000 | 0.37 USD | |
| 28 Feb 2024 | PURCHASE | CHARLES & COLVARD LTD | 6,940 | 0.41 USD | |
| 29 Feb 2024 | PURCHASE | CHARLES & COLVARD LTD | 38,000 | 0.38 USD | |
| 22 Feb 2024 | PURCHASE | CHARLES & COLVARD LTD | 107,500 | 0.33 USD | |
| 16 Feb 2024 | PURCHASE | CHARLES & COLVARD LTD | 125,000 | 0.37 USD | |
| 14 Dec 2023 | GRANT_AWARD | CHARLES & COLVARD LTD | 123,076 | 0.00 USD | deriv |
| 08 Dec 2023 | PURCHASE | CHARLES & COLVARD LTD | 36,898 | 0.40 USD | |
| 07 Dec 2023 | PURCHASE | CHARLES & COLVARD LTD | 25,000 | 0.42 USD | |
| 01 Dec 2023 | PURCHASE | CHARLES & COLVARD LTD | 61,301 | 0.44 USD | |
| 15 Nov 2023 | PURCHASE | CHARLES & COLVARD LTD | 42,300 | 0.36 USD | |
| 14 Nov 2023 | PURCHASE | CHARLES & COLVARD LTD | 100,000 | 0.32 USD | |
| 15 Nov 2023 | PURCHASE | CHARLES & COLVARD LTD | 69,800 | 0.34 USD | |
| 14 Nov 2023 | PURCHASE | CHARLES & COLVARD LTD | 20,000 | 0.34 USD | first after silence |
| 17 Nov 2022 | GRANT_AWARD | CHARLES & COLVARD LTD | 52,631 | 0.00 USD | deriv |
| 14 Mar 2022 | PURCHASE | CHARLES & COLVARD LTD | 5,000 | 1.66 USD | |
| 10 Mar 2022 | PURCHASE | CHARLES & COLVARD LTD | 210 | 1.73 USD | |
| 11 Mar 2022 | PURCHASE | CHARLES & COLVARD LTD | 11,000 | 1.72 USD | |
| 08 Mar 2022 | PURCHASE | CHARLES & COLVARD LTD | 3,710 | 1.67 USD | |
| 07 Mar 2022 | PURCHASE | CHARLES & COLVARD LTD | 13,400 | 1.69 USD | |
| 04 Mar 2022 | PURCHASE | CHARLES & COLVARD LTD | 10,000 | 1.75 USD | |
| 24 Feb 2022 | PURCHASE | CHARLES & COLVARD LTD | 4,000 | 1.71 USD | |
| 10 Feb 2022 | PURCHASE | CHARLES & COLVARD LTD | 7,600 | 1.90 USD | |
| 11 Jan 2022 | EXERCISE | CHARLES & COLVARD LTD | 44,642 | 1.12 USD | |
| 11 Jan 2022 | EXERCISE | CHARLES & COLVARD LTD | 44,642 | 0.00 USD | deriv |
| 16 Dec 2021 | PURCHASE | CHARLES & COLVARD LTD | 2,000 | 2.65 USD |
6 purchases reported after at least 12 months of silence — most recent on 14 Nov 2023.