Aspiriant LLC’s United Security Bancshares UBFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-11,230
| Closed | -$119K | – | 238 |
|
|
2019
Q1 | $119K | Hold |
11,230
| – | – | 0.01% | 226 |
|
|
2018
Q4 | $108K | Hold |
11,230
| – | – | 0.01% | 219 |
|
|
2018
Q3 | $125K | Hold |
11,230
| – | – | 0.01% | 235 |
|
|
2018
Q2 | $126K | Sell |
11,230
-1,250
| -10% | -$14K | 0.01% | 240 |
|
|
2018
Q1 | $134K | Hold |
12,480
| – | – | 0.01% | 234 |
|
|
2017
Q4 | $137K | Hold |
12,480
| – | – | 0.04% | 81 |
|
|
2017
Q3 | $119K | Hold |
12,480
| – | – | 0.01% | 200 |
|
|
2017
Q2 | $115K | Sell |
12,480
-1
| -0% | -$9 | 0.01% | 207 |
|
|
2017
Q1 | $90K | Buy |
+12,481
| New | +$90K | 0.01% | 210 |
|