MSFP
USG

Mark Sheptoff Financial Planning’s Usg USG Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio USG Stock Details USG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-13,575
Closed -$549K – 401
2018
Q1 		$549K Sell
13,575
-12,500
-48% -$506K 0.38% 61
2017
Q4 		$1.01M Buy
26,075
+12,625
+94% +$487K 0.65% 47
2017
Q3 		$439K Buy
+13,450
New +$439K 0.29% 68