Valeo Financial 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 |
-112
| Closed | -$5K | – | 1714 |
|
|
2019
Q1 | $5K | Hold |
112
| – | – | ﹤0.01% | 1205 |
|
|
2018
Q4 | $5K | Hold |
112
| – | – | ﹤0.01% | 1102 |
|
|
2018
Q3 | $5K | Hold |
112
| – | – | ﹤0.01% | 1234 |
|
|
2018
Q2 | $5K | Hold |
112
| – | – | ﹤0.01% | 1164 |
|
|
2018
Q1 | $5K | Sell |
112
-495
| -82% | -$22.1K | ﹤0.01% | 1170 |
|
|
2017
Q4 | $23K | Hold |
607
| – | – | ﹤0.01% | 645 |
|
|
2017
Q3 | $20K | Buy |
+607
| New | +$20K | ﹤0.01% | 553 |
|