Genovese Burford & Brothers Wealth & Retirement Plan Management’s Usg USG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,570
| Closed | -$68K | – | 432 |
|
|
2018
Q2 | $68K | Hold |
1,570
| – | – | 0.02% | 148 |
|
|
2018
Q1 | $63K | Buy |
+1,570
| New | +$63K | 0.02% | 154 |
|
|
2017
Q4 | – | Sell |
-100
| Closed | -$3K | – | 491 |
|
|
2017
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 370 |
|
|
2017
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 369 |
|
|
2017
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 376 |
|
|
2016
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 435 |
|
|
2016
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 404 |
|
|
2016
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 382 |
|
|
2016
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 359 |
|
|
2015
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 354 |
|