Financial Architects (New Jersey)’s Usg USG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-1,185
| Closed | -$48K | – | 1470 |
|
2018
Q1 | $48K | Buy |
1,185
+185
| +19% | +$7.49K | 0.01% | 553 |
|
2017
Q4 | $39K | Hold |
1,000
| – | – | 0.01% | 664 |
|
2017
Q3 | $33K | Hold |
1,000
| – | – | 0.01% | 737 |
|
2017
Q2 | $29K | Hold |
1,000
| – | – | 0.01% | 764 |
|
2017
Q1 | $32K | Hold |
1,000
| – | – | 0.01% | 719 |
|
2016
Q4 | $29K | Hold |
1,000
| – | – | 0.01% | 730 |
|
2016
Q3 | $26K | Hold |
1,000
| – | – | 0.01% | 767 |
|
2016
Q2 | $27K | Hold |
1,000
| – | – | 0.01% | 705 |
|
2016
Q1 | $25K | Buy |
+1,000
| New | +$25K | 0.01% | 537 |
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$28K | – | 1047 |
|
2015
Q2 | $28K | Hold |
1,000
| – | – | 0.01% | 552 |
|
2015
Q1 | $27K | Hold |
1,000
| – | – | 0.01% | 516 |
|
2014
Q4 | $28K | Hold |
1,000
| – | – | 0.01% | 454 |
|
2014
Q3 | $27K | Hold |
1,000
| – | – | 0.01% | 418 |
|
2014
Q2 | $30K | Buy |
+1,000
| New | +$30K | 0.01% | 410 |
|
2013
Q4 | – | Sell |
-1,000
| Closed | -$29K | – | 632 |
|
2013
Q3 | $29K | Hold |
1,000
| – | – | 0.02% | 325 |
|
2013
Q2 | $23K | Buy |
+1,000
| New | +$23K | 0.02% | 336 |
|