EWA
USBC

EP Wealth Advisors’s USBC, Inc. USBC Stock Holding History

EP Wealth Advisors’s Portfolio USBC Stock Details USBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-474
Closed -$332K – 700
2023
Q1 		$332K Sell
474
-900
-66% -$630K 0.01% 470
2022
Q4 		$87.9K Hold
1,374
– – ﹤0.01% 604
2022
Q3 		$101K Buy
+1,374
New +$101K ﹤0.01% 320