Creative Planning’s United Bancorp UBCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-8,583
| Closed | -$105K | – | 3488 |
|
|
2017
Q2 | $105K | Hold |
8,583
| – | – | ﹤0.01% | 1948 |
|
|
2017
Q1 | $106K | Hold |
8,583
| – | – | ﹤0.01% | 1903 |
|
|
2016
Q4 | $116K | Hold |
8,583
| – | – | ﹤0.01% | 1752 |
|
|
2016
Q3 | $93K | Hold |
8,583
| – | – | ﹤0.01% | 1883 |
|
|
2016
Q2 | $84K | Buy |
8,583
+1,864
| +28% | +$18.2K | ﹤0.01% | 1778 |
|
|
2016
Q1 | $61K | Hold |
6,719
| – | – | ﹤0.01% | 1947 |
|
|
2015
Q4 | $64K | Hold |
6,719
| – | – | ﹤0.01% | 1898 |
|
|
2015
Q3 | $61K | Buy |
+6,719
| New | +$61K | ﹤0.01% | 1893 |
|