EWM
USG

Executive Wealth Management’s Usg USG Stock Holding History

Executive Wealth Management’s Portfolio USG Stock Details USG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-200
Closed -$9K – 968
2019
Q1 		$9K Hold
200
– – ﹤0.01% 581
2018
Q4 		$9K Buy
+200
New +$8.56K ﹤0.01% 598

Other funds holding USG

PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

Executive Wealth Management's USG Position: Q2 2019 in Review

Executive Wealth Management sold out of Usg (USG) in Q2 2019, closing a stake of 200 shares — an estimated $9K sold.

Executive Wealth Management first reported a position in USG in Q4 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2019. 1 fund tracked by Wall St. Rank holds USG as of Q2 2019.

  • Executive Wealth Management reported no remaining Usg position as of Q2 2019 after selling out during the quarter.
  • Executive Wealth Management sold 200 Usg shares in Q2 2019, an estimated $9K.
  • Executive Wealth Management first reported a position in Usg in Q4 2018 and held it in 2 quarters.
  • Executive Wealth Management's Usg position peaked at $9K in Q1 2019.
  • 1 fund tracked by Wall St. Rank held Usg as of Q2 2019.

Based on Executive Wealth Management's 13F filing for Q2 2019, filed 1 Aug 2019.