Carroll Financial Associates’s Usg USG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-113
| Closed | -$4K | – | 1802 |
|
|
2019
Q1 | $4K | Hold |
113
| – | – | ﹤0.01% | 1189 |
|
|
2018
Q4 | $4K | Sell |
113
-127
| -53% | -$4.5K | ﹤0.01% | 1111 |
|
|
2018
Q3 | $10K | Hold |
240
| – | – | ﹤0.01% | 905 |
|
|
2018
Q2 | $10K | Hold |
240
| – | – | ﹤0.01% | 869 |
|
|
2018
Q1 | $9K | Sell |
240
-77
| -24% | -$2.89K | ﹤0.01% | 873 |
|
|
2017
Q4 | $12K | Buy |
317
+205
| +183% | +$7.76K | ﹤0.01% | 790 |
|
|
2017
Q3 | $3K | Hold |
112
| – | – | ﹤0.01% | 1089 |
|
|
2017
Q2 | $3K | Hold |
112
| – | – | ﹤0.01% | 1078 |
|
|
2017
Q1 | $3K | Hold |
112
| – | – | ﹤0.01% | 1080 |
|
|
2016
Q4 | $3K | Hold |
112
| – | – | ﹤0.01% | 1037 |
|
|
2016
Q3 | $2K | Hold |
112
| – | – | ﹤0.01% | 1088 |
|
|
2016
Q2 | $3K | Hold |
112
| – | – | ﹤0.01% | 1037 |
|
|
2016
Q1 | $2K | Hold |
112
| – | – | ﹤0.01% | 1061 |
|
|
2015
Q4 | $2K | Hold |
112
| – | – | ﹤0.01% | 1018 |
|
|
2015
Q3 | $2K | Hold |
112
| – | – | ﹤0.01% | 992 |
|
|
2015
Q2 | $3K | Hold |
112
| – | – | ﹤0.01% | 957 |
|
|
2015
Q1 | $3K | Hold |
112
| – | – | ﹤0.01% | 711 |
|
|
2014
Q4 | $3K | Hold |
112
| – | – | ﹤0.01% | 640 |
|
|
2014
Q3 | $3K | Buy |
+112
| New | +$3K | ﹤0.01% | 727 |
|