Creative Planning’s Compañía de Cervecerías Unidas CCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,623
| Closed | -$178K | – | 3194 |
|
|
2024
Q2 | $178K | Sell |
15,623
-30
| -0.2% | -$341 | ﹤0.01% | 2696 |
|
|
2024
Q1 | $188K | Sell |
15,653
-193
| -1% | -$2.31K | ﹤0.01% | 2572 |
|
|
2023
Q4 | $199K | Sell |
15,846
-5,613
| -26% | -$70.4K | ﹤0.01% | 2433 |
|
|
2023
Q3 | $270K | Buy |
21,459
+134
| +0.6% | +$1.69K | ﹤0.01% | 2018 |
|
|
2023
Q2 | $346K | Buy |
21,325
+1,133
| +6% | +$18.4K | ﹤0.01% | 1793 |
|
|
2023
Q1 | $316K | Buy |
20,192
+8,644
| +75% | +$135K | ﹤0.01% | 1772 |
|
|
2022
Q4 | $152K | Buy |
+11,548
| New | +$152K | ﹤0.01% | 2067 |
|
|
2014
Q4 | – | Sell |
-200
| Closed | -$4K | – | 4013 |
|
|
2014
Q3 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 3310 |
|
|
2013
Q3 | – | Sell |
-300
| Closed | -$9K | – | 3218 |
|
|
2013
Q2 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 2312 |
|