SWM
USDP
Segment Wealth Management’s USD PARTNERS LP USDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-11,000
| Closed | -$115K | – | 236 |
|
|
2019
Q3 | $115K | Hold |
11,000
| – | – | 0.02% | 200 |
|
|
2019
Q2 | $124K | Hold |
11,000
| – | – | 0.03% | 196 |
|
|
2019
Q1 | $119K | Hold |
11,000
| – | – | 0.03% | 202 |
|
|
2018
Q4 | $115K | Hold |
11,000
| – | – | 0.03% | 178 |
|
|
2018
Q3 | $106K | Hold |
11,000
| – | – | 0.02% | 214 |
|
|
2018
Q2 | $118K | Buy |
+11,000
| New | +$118K | 0.03% | 202 |
|