OneDigital Investment Advisors’s Usg USG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,837
| Closed | -$209K | – | 1302 |
|
|
2019
Q1 | $209K | Hold |
4,837
| – | – | 0.03% | 279 |
|
|
2018
Q4 | $206K | Hold |
4,837
| – | – | 0.03% | 259 |
|
|
2018
Q3 | $209K | Hold |
4,837
| – | – | 0.05% | 175 |
|
|
2018
Q2 | $209K | Hold |
4,837
| – | – | 0.04% | 209 |
|
|
2018
Q1 | $196K | Hold |
4,837
| – | – | 0.04% | 230 |
|
|
2017
Q4 | $187K | Buy |
4,837
+837
| +21% | +$32.4K | 0.02% | 237 |
|
|
2017
Q3 | $131K | Buy |
+4,000
| New | +$131K | 0.05% | 187 |
|