Focused Wealth Management’s USBC, Inc. USBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-63
| Closed | -$1.27K | – | 560 |
|
|
2023
Q4 | $1.27K | Hold |
63
| – | – | ﹤0.01% | 805 |
|
|
2023
Q3 | $625 | Hold |
63
| – | – | ﹤0.01% | 860 |
|
|
2023
Q2 | $2.53K | Hold |
63
| – | – | ﹤0.01% | 729 |
|
|
2023
Q1 | $2.23K | Hold |
63
| – | – | ﹤0.01% | 754 |
|
|
2022
Q4 | $4K | Hold |
63
| – | – | ﹤0.01% | 670 |
|
|
2022
Q3 | $5K | Buy |
+63
| New | +$5K | ﹤0.01% | 602 |
|