CCM
USDP
Copeland Capital Management’s USD PARTNERS LP USDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,324
| Closed | -$4K | – | 298 |
|
|
2020
Q1 | $4K | Buy |
1,324
+132
| +11% | +$399 | ﹤0.01% | 202 |
|
|
2019
Q4 | $12K | Hold |
1,192
| – | – | ﹤0.01% | 216 |
|
|
2019
Q3 | $12K | Hold |
1,192
| – | – | ﹤0.01% | 211 |
|
|
2019
Q2 | $13K | Buy |
1,192
+45
| +4% | +$491 | ﹤0.01% | 211 |
|
|
2019
Q1 | $12K | Buy |
1,147
+43
| +4% | +$450 | ﹤0.01% | 208 |
|
|
2018
Q4 | $12K | Buy |
+1,104
| New | +$12K | ﹤0.01% | 186 |
|