Capital Advisors Ltd’s United-Guardian UG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-30
| Closed | – | – | 1587 |
|
|
2024
Q4 | $0 | Hold |
30
| – | – | ﹤0.01% | 1584 |
|
|
2024
Q3 | $0 | Hold |
30
| – | – | ﹤0.01% | 1616 |
|
|
2024
Q2 | $0 | Buy |
+30
| New | – | ﹤0.01% | 1647 |
|
|
2023
Q4 | – | Sell |
-149
| Closed | -$1K | – | 1495 |
|
|
2023
Q3 | $1K | Buy |
+149
| New | +$1K | ﹤0.01% | 1226 |
|
|
2022
Q2 | – | Sell |
-30
| Closed | -$1K | – | 1331 |
|
|
2022
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 818 |
|
|
2021
Q4 | $0 | Buy |
+30
| New | – | ﹤0.01% | 941 |
|