Advisor Group’s United-Guardian UG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-485
| Closed | -$9K | – | 5032 |
|
|
2018
Q1 | $9K | Hold |
485
| – | – | ﹤0.01% | 4150 |
|
|
2017
Q4 | $9K | Buy |
+485
| New | +$9K | ﹤0.01% | 4146 |
|
|
2017
Q1 | – | Sell |
-118
| Closed | -$2K | – | 4795 |
|
|
2016
Q4 | $2K | Hold |
118
| – | – | ﹤0.01% | 4246 |
|
|
2016
Q3 | $2K | Hold |
118
| – | – | ﹤0.01% | 4187 |
|
|
2016
Q2 | $1K | Buy |
+118
| New | +$1K | ﹤0.01% | 4262 |
|