IFP Advisors’s USD PARTNERS LP USDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-200
| Closed | -$2K | – | 3559 |
|
|
2018
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 3169 |
|
|
2018
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 3564 |
|
|
2018
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 3601 |
|
|
2018
Q1 | $2K | Hold |
200
| – | – | ﹤0.01% | 3563 |
|
|
2017
Q4 | $2K | Sell |
200
-100
| -33% | -$1K | ﹤0.01% | 3563 |
|
|
2017
Q3 | $3K | Sell |
300
-1,000
| -77% | -$10K | ﹤0.01% | 3620 |
|
|
2017
Q2 | $15K | Hold |
1,300
| – | – | ﹤0.01% | 2742 |
|
|
2017
Q1 | $16K | Sell |
1,300
-600
| -32% | -$7.39K | ﹤0.01% | 2634 |
|
|
2016
Q4 | $30K | Buy |
1,900
+600
| +46% | +$9.47K | ﹤0.01% | 2192 |
|
|
2016
Q3 | $16K | Hold |
1,300
| – | – | ﹤0.01% | 2538 |
|
|
2016
Q2 | $13K | Buy |
+1,300
| New | +$13K | ﹤0.01% | 2618 |
|
|
2016
Q1 | – | Sell |
-1,725
| Closed | -$12K | – | 3591 |
|
|
2015
Q4 | $12K | Buy |
+1,725
| New | +$12K | ﹤0.01% | 2484 |
|