BHZ Capital Management’s First United FUNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,355
| Closed | -$223K | – | 116 |
|
|
2022
Q4 | $223K | Buy |
+11,355
| New | +$223K | 0.1% | 104 |
|
|
2022
Q2 | – | Sell |
-19,601
| Closed | -$442K | – | 126 |
|
|
2022
Q1 | $442K | Sell |
19,601
-1,305
| -6% | -$29.4K | 0.15% | 106 |
|
|
2021
Q4 | $392K | Buy |
20,906
+5,697
| +37% | +$107K | 0.13% | 101 |
|
|
2021
Q3 | $283K | Buy |
+15,209
| New | +$283K | 0.1% | 118 |
|