Creative Planning’s USD PARTNERS LP USDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-11,548
| Closed | -$68K | – | 2388 |
|
|
2021
Q1 | $68K | Buy |
+11,548
| New | +$68K | ﹤0.01% | 2234 |
|
|
2017
Q3 | – | Sell |
-33,781
| Closed | -$378K | – | 3799 |
|
|
2017
Q2 | $378K | Sell |
33,781
-14,519
| -30% | -$162K | ﹤0.01% | 1151 |
|
|
2017
Q1 | $594K | Buy |
48,300
+23,832
| +97% | +$293K | ﹤0.01% | 897 |
|
|
2016
Q4 | $387K | Buy |
24,468
+8,590
| +54% | +$136K | ﹤0.01% | 1045 |
|
|
2016
Q3 | $197K | Buy |
15,878
+4,995
| +46% | +$62K | ﹤0.01% | 1401 |
|
|
2016
Q2 | $105K | Buy |
+10,883
| New | +$105K | ﹤0.01% | 1643 |
|