Principal Financial Group’s Usg USG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-7,682
| Closed | -$333K | – | 2319 |
|
|
2019
Q1 | $333K | Buy |
7,682
+1,087
| +16% | +$46.9K | ﹤0.01% | 2014 |
|
|
2018
Q4 | $281K | Sell |
6,595
-1,866
| -22% | -$79.8K | ﹤0.01% | 2045 |
|
|
2018
Q3 | $366K | Sell |
8,461
-948
| -10% | -$40.9K | ﹤0.01% | 2037 |
|
|
2018
Q2 | $406K | Sell |
9,409
-1,487
| -14% | -$61.7K | ﹤0.01% | 2005 |
|
|
2018
Q1 | $440K | Sell |
10,896
-971
| -8% | -$35.2K | ﹤0.01% | 1961 |
|
|
2017
Q4 | $458K | Buy |
11,867
+729
| +7% | +$25.6K | ﹤0.01% | 1978 |
|
|
2017
Q3 | $364K | Sell |
11,138
-1,567
| -12% | -$45.2K | ﹤0.01% | 1991 |
|
|
2017
Q2 | $369K | Sell |
12,705
-1,879
| -13% | -$56K | ﹤0.01% | 2008 |
|
|
2017
Q1 | $464K | Sell |
14,584
-257
| -2% | -$8.18K | ﹤0.01% | 1932 |
|
|
2016
Q4 | $429K | Sell |
14,841
-1,131
| -7% | -$31.1K | ﹤0.01% | 1949 |
|
|
2016
Q3 | $413K | Buy |
15,972
+637
| +4% | +$17.7K | ﹤0.01% | 1894 |
|
|
2016
Q2 | $413K | Sell |
15,335
-5,509
| -26% | -$150K | ﹤0.01% | 1873 |
|
|
2016
Q1 | $517K | Buy |
20,844
+1,977
| +10% | +$41.1K | ﹤0.01% | 1828 |
|
|
2015
Q4 | $458K | Buy |
18,867
+9,642
| +105% | +$237K | ﹤0.01% | 1871 |
|
|
2015
Q3 | $246K | Buy |
+9,225
| New | +$271K | ﹤0.01% | 1985 |
|
|
2014
Q2 | – | Sell |
-21,106
| Closed | -$691K | – | 2343 |
|
|
2014
Q1 | $691K | Sell |
21,106
-200
| -0.9% | -$6.5K | ﹤0.01% | 1817 |
|
|
2013
Q4 | $605K | Sell |
21,306
-16,506
| -44% | -$447K | ﹤0.01% | 1853 |
|
|
2013
Q3 | $1.08M | Sell |
37,812
-14,883
| -28% | -$378K | ﹤0.01% | 1732 |
|
|
2013
Q2 | $1.21M | Buy |
+52,695
| New | +$1.37M | ﹤0.01% | 1695 |
|