Beese Fulmer Investment Management’s United Community Financial Corp UCFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,175
| Closed | -$130K | – | 206 |
|
|
2019
Q4 | $130K | Hold |
11,175
| – | – | 0.02% | 199 |
|
|
2019
Q3 | $120K | Sell |
11,175
-7,100
| -39% | -$76.2K | 0.02% | 204 |
|
|
2019
Q2 | $175K | Hold |
18,275
| – | – | 0.03% | 173 |
|
|
2019
Q1 | $171K | Hold |
18,275
| – | – | 0.03% | 172 |
|
|
2018
Q4 | $162K | Hold |
18,275
| – | – | 0.04% | 164 |
|
|
2018
Q3 | $177K | Hold |
18,275
| – | – | 0.03% | 185 |
|
|
2018
Q2 | $201K | Hold |
18,275
| – | – | 0.04% | 188 |
|
|
2018
Q1 | $180K | Sell |
18,275
-5,386
| -23% | -$53.1K | 0.04% | 179 |
|
|
2017
Q4 | $216K | Hold |
23,661
| – | – | 0.05% | 176 |
|
|
2017
Q3 | $227K | Buy |
23,661
+615
| +3% | +$5.9K | 0.05% | 163 |
|
|
2017
Q2 | $192K | Sell |
23,046
-615
| -3% | -$5.12K | 0.05% | 173 |
|
|
2017
Q1 | $197K | Buy |
+23,661
| New | +$197K | 0.05% | 169 |
|
|
2015
Q1 | – | Sell |
-17,781
| Closed | -$95K | – | 155 |
|
|
2014
Q4 | $95K | Hold |
17,781
| – | – | 0.03% | 153 |
|
|
2014
Q3 | $83K | Buy |
+17,781
| New | +$83K | 0.03% | 155 |
|
|
2014
Q2 | – | Sell |
-26,469
| Closed | -$104K | – | 156 |
|
|
2014
Q1 | $104K | Hold |
26,469
| – | – | 0.04% | 149 |
|
|
2013
Q4 | $94K | Hold |
26,469
| – | – | 0.03% | 148 |
|
|
2013
Q3 | $103K | Buy |
+26,469
| New | +$103K | 0.04% | 144 |
|