MWM
USDP
Meridian Wealth Management’s USD PARTNERS LP USDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-32,797
| Closed | -$192K | – | 394 |
|
|
2021
Q1 | $192K | Sell |
32,797
-11,928
| -27% | -$69.8K | 0.03% | 353 |
|
|
2020
Q4 | $152K | Sell |
44,725
-29,427
| -40% | -$100K | 0.02% | 329 |
|
|
2020
Q3 | $234K | Hold |
74,152
| – | – | 0.06% | 218 |
|
|
2020
Q2 | $236K | Buy |
74,152
+952
| +1% | +$3.03K | 0.08% | 191 |
|
|
2020
Q1 | $210K | Buy |
73,200
+36,245
| +98% | +$104K | 0.09% | 184 |
|
|
2019
Q4 | $366K | Hold |
36,955
| – | – | 0.18% | 128 |
|
|
2019
Q3 | $386K | Hold |
36,955
| – | – | 0.18% | 114 |
|
|
2019
Q2 | $4.17K | Hold |
36,955
| – | – | 0.17% | 101 |
|
|
2019
Q1 | $400K | Hold |
36,955
| – | – | 0.18% | 103 |
|
|
2018
Q4 | $386K | Hold |
36,955
| – | – | 0.23% | 89 |
|
|
2018
Q3 | $357K | Hold |
36,955
| – | – | 0.15% | 119 |
|
|
2018
Q2 | $397K | Hold |
36,955
| – | – | 0.19% | 112 |
|
|
2018
Q1 | $382K | Buy |
+36,955
| New | +$382K | 0.19% | 111 |
|