Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-112
Closed -$5K 1721
2019
Q1
$5K Hold
112
﹤0.01% 1212
2018
Q4
$5K Hold
112
﹤0.01% 1110
2018
Q3
$5K Hold
112
﹤0.01% 1244
2018
Q2
$5K Hold
112
﹤0.01% 1171
2018
Q1
$5K Sell
112
-495
-82% -$18K ﹤0.01% 1173
2017
Q4
$23K Hold
607
﹤0.01% 647
2017
Q3
$20K Buy
+607
New +$17.5K ﹤0.01% 558

Other funds holding USG

Valeo Financial Advisors's USG Position: Q2 2019 in Review

Valeo Financial Advisors sold out of Usg (USG) in Q2 2019, closing a stake of 112 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in USG in Q3 2017 and held it in 7 quarters. The position peaked at $23K in Q4 2017. 1 fund tracked by Wall St. Rank holds USG as of Q2 2019.

  • Valeo Financial Advisors reported no remaining Usg position as of Q2 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 112 Usg shares in Q2 2019, an estimated $5K.
  • Valeo Financial Advisors first reported a position in Usg in Q3 2017 and held it in 7 quarters.
  • Valeo Financial Advisors's Usg position peaked at $23K in Q4 2017.
  • 1 fund tracked by Wall St. Rank held Usg as of Q2 2019.

Based on Valeo Financial Advisors's 13F filing for Q2 2019, filed 10 Jul 2019.