Symphony Financial’s USD PARTNERS LP USDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,360
| Closed | -$2.09K | – | 212 |
|
|
2023
Q4 | $2.09K | Buy |
+13,360
| New | +$2.09K | ﹤0.01% | 195 |
|
|
2023
Q3 | – | Sell |
-13,360
| Closed | -$13.1K | – | 191 |
|
|
2023
Q2 | $13.1K | Hold |
13,360
| – | – | ﹤0.01% | 183 |
|
|
2023
Q1 | $40.7K | Buy |
+13,360
| New | +$40.7K | 0.01% | 202 |
|
|
2022
Q4 | – | Sell |
-12,824
| Closed | -$51K | – | 212 |
|
|
2022
Q3 | $51K | Buy |
12,824
+188
| +1% | +$748 | 0.02% | 189 |
|
|
2022
Q2 | $66K | Sell |
12,636
-637
| -5% | -$3.33K | 0.02% | 178 |
|
|
2022
Q1 | $81K | Buy |
13,273
+611
| +5% | +$3.73K | 0.02% | 190 |
|
|
2021
Q4 | $71K | Buy |
12,662
+183
| +1% | +$1.03K | 0.02% | 174 |
|
|
2021
Q3 | $79K | Buy |
12,479
+159
| +1% | +$1.01K | 0.03% | 169 |
|
|
2021
Q2 | $94K | Sell |
12,320
-5,071
| -29% | -$38.7K | 0.03% | 162 |
|
|
2021
Q1 | $103K | Buy |
17,391
+3,628
| +26% | +$21.5K | 0.03% | 191 |
|
|
2020
Q4 | $46K | Buy |
13,763
+193
| +1% | +$645 | 0.02% | 152 |
|
|
2020
Q3 | $43K | Buy |
13,570
+644
| +5% | +$2.04K | 0.02% | 136 |
|
|
2020
Q2 | $41K | Buy |
12,926
+215
| +2% | +$682 | 0.02% | 133 |
|
|
2020
Q1 | $35K | Buy |
+12,711
| New | +$35K | 0.02% | 93 |
|