WFG Advisors’s Usg USG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $192K | Buy |
6,610
+4,050
| +158% | +$118K | 0.04% | 378 |
|
|
2017
Q1 | $81K | Buy |
+2,560
| New | +$81K | 0.02% | 542 |
|
|
2014
Q1 | – | Sell |
-300
| Closed | -$9K | – | 2299 |
|
|
2013
Q4 | $9K | Hold |
300
| – | – | ﹤0.01% | 1622 |
|
|
2013
Q3 | $9K | Sell |
300
-3,000
| -91% | -$90K | ﹤0.01% | 1580 |
|
|
2013
Q2 | $76K | Buy |
+3,300
| New | +$76K | 0.01% | 755 |
|