Ameritas Advisory Services’s United-Guardian UG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8 | Buy |
+1
| New | +$8 | ﹤0.01% | 2826 |
|
|
2024
Q1 | – | Sell |
-35,392
| Closed | -$255K | – | 916 |
|
|
2023
Q4 | $255K | Sell |
35,392
-16,304
| -32% | -$117K | 0.01% | 593 |
|
|
2023
Q3 | $389K | Buy |
+51,696
| New | +$389K | 0.02% | 566 |
|
|
2023
Q2 | – | Sell |
-45,165
| Closed | -$463K | – | 2388 |
|
|
2023
Q1 | $463K | Buy |
45,165
+1,103
| +3% | +$11.3K | 0.02% | 501 |
|
|
2022
Q4 | $458K | Buy |
+44,062
| New | +$458K | 0.02% | 560 |
|