USCA RIA’s USD PARTNERS LP USDP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$242K Sell
32,033
-5,552
-15% -$41.9K 0.01% 512
2021
Q1
$220K Hold
37,585
0.01% 488
2020
Q4
$128K Sell
37,585
-7,448
-17% -$25.4K 0.01% 465
2020
Q3
$142K Hold
45,033
0.01% 435
2020
Q2
$144K Buy
45,033
+20,288
+82% +$64.9K 0.01% 420
2020
Q1
$71K Buy
24,745
+4,030
+19% +$11.6K 0.01% 391
2019
Q4
$205K Sell
20,715
-5,585
-21% -$55.3K 0.02% 441
2019
Q3
$275K Buy
26,300
+300
+1% +$3.14K 0.03% 383
2019
Q2
$294K Hold
26,000
0.03% 366
2019
Q1
$281K Sell
26,000
-3,178
-11% -$34.3K 0.03% 355
2018
Q4
$305K Buy
29,178
+6,178
+27% +$64.6K 0.04% 334
2018
Q3
$222K Buy
+23,000
New +$222K 0.02% 432