IFP Advisors’s Usg USG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5325 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5130 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4947 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4704 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4497 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4261 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4113 |
|
|
2019
Q1 | $97K | Sell |
2,225
-3,427
| -61% | -$149K | 0.01% | 700 |
|
|
2018
Q4 | $241K | Buy |
5,652
+116
| +2% | +$4.95K | 0.01% | 792 |
|
|
2018
Q3 | $240K | Buy |
5,536
+986
| +22% | +$42.7K | 0.01% | 979 |
|
|
2018
Q2 | $196K | Buy |
4,550
+1,090
| +32% | +$47K | 0.01% | 1073 |
|
|
2018
Q1 | $133K | Hold |
3,460
| – | – | 0.01% | 1214 |
|
|
2017
Q4 | $133K | Sell |
3,460
-942
| -21% | -$36.2K | 0.01% | 1211 |
|
|
2017
Q3 | $144K | Sell |
4,402
-778
| -15% | -$25.5K | 0.01% | 1339 |
|
|
2017
Q2 | $150K | Sell |
5,180
-509
| -9% | -$14.7K | 0.01% | 1286 |
|
|
2017
Q1 | $181K | Sell |
5,689
-1,518
| -21% | -$48.3K | 0.01% | 1166 |
|
|
2016
Q4 | $208K | Sell |
7,207
-4,648
| -39% | -$134K | 0.01% | 1033 |
|
|
2016
Q3 | $306K | Buy |
11,855
+3,120
| +36% | +$80.5K | 0.02% | 801 |
|
|
2016
Q2 | $235K | Buy |
8,735
+6,510
| +293% | +$175K | 0.01% | 894 |
|
|
2016
Q1 | $97K | Sell |
2,225
-3,703
| -62% | -$161K | 0.01% | 700 |
|
|
2015
Q4 | $144K | Buy |
+5,928
| New | +$144K | 0.01% | 993 |
|