CAPTRUST Financial Advisors’s United Bancorp UBCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,500
| Closed | -$25K | – | 3932 |
|
|
2022
Q2 | $25K | Hold |
1,500
| – | – | ﹤0.01% | 3254 |
|
|
2022
Q1 | $27K | Hold |
1,500
| – | – | ﹤0.01% | 3222 |
|
|
2021
Q4 | $25K | Hold |
1,500
| – | – | ﹤0.01% | 3150 |
|
|
2021
Q3 | $21K | Hold |
1,500
| – | – | ﹤0.01% | 3140 |
|
|
2021
Q2 | $21K | Hold |
1,500
| – | – | ﹤0.01% | 3082 |
|
|
2021
Q1 | $21K | Buy |
+1,500
| New | +$21K | ﹤0.01% | 2973 |
|