Avantax Advisory Services’s USD PARTNERS LP USDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,204
| Closed | -$7.32K | – | 1692 |
|
|
2023
Q3 | $7.32K | Sell |
12,204
-535
| -4% | -$321 | ﹤0.01% | 1540 |
|
|
2023
Q2 | $12.6K | Sell |
12,739
-1,066
| -8% | -$1.06K | ﹤0.01% | 1496 |
|
|
2023
Q1 | $41.4K | Sell |
13,805
-730
| -5% | -$2.19K | ﹤0.01% | 1455 |
|
|
2022
Q4 | $45.9K | Hold |
14,535
| – | – | ﹤0.01% | 1386 |
|
|
2022
Q3 | $58K | Hold |
14,535
| – | – | ﹤0.01% | 1295 |
|
|
2022
Q2 | $76K | Sell |
14,535
-2,295
| -14% | -$12K | ﹤0.01% | 1263 |
|
|
2022
Q1 | $102K | Hold |
16,830
| – | – | ﹤0.01% | 1238 |
|
|
2021
Q4 | $89K | Sell |
16,830
-2,230
| -12% | -$11.8K | ﹤0.01% | 1218 |
|
|
2021
Q3 | $121K | Sell |
19,060
-1,295
| -6% | -$8.22K | ﹤0.01% | 1139 |
|
|
2021
Q2 | $156K | Buy |
20,355
+35
| +0.2% | +$268 | ﹤0.01% | 1100 |
|
|
2021
Q1 | $120K | Buy |
20,320
+39
| +0.2% | +$230 | ﹤0.01% | 995 |
|
|
2020
Q4 | $69K | Sell |
20,281
-12,400
| -38% | -$42.2K | ﹤0.01% | 918 |
|
|
2020
Q3 | $100K | Buy |
32,681
+10,579
| +48% | +$32.4K | ﹤0.01% | 1302 |
|
|
2020
Q2 | $70K | Buy |
22,102
+107
| +0.5% | +$339 | ﹤0.01% | 827 |
|
|
2020
Q1 | $64K | Buy |
21,995
+4,661
| +27% | +$13.6K | ﹤0.01% | 772 |
|
|
2019
Q4 | $173K | Buy |
+17,334
| New | +$173K | ﹤0.01% | 787 |
|