Creative Planning’s United Community Banks, Inc. UCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,998
| Closed | -$365K | – | 2723 |
|
|
2023
Q1 | $365K | Buy |
+12,998
| New | +$365K | ﹤0.01% | 1663 |
|
|
2022
Q1 | – | Sell |
-5,764
| Closed | -$207K | – | 2376 |
|
|
2021
Q4 | $207K | Buy |
+5,764
| New | +$207K | ﹤0.01% | 1852 |
|
|
2015
Q4 | – | Sell |
-800
| Closed | -$16K | – | 4445 |
|
|
2015
Q3 | $16K | Buy |
+800
| New | +$16K | ﹤0.01% | 2890 |
|
|
2015
Q2 | – | Sell |
-800
| Closed | -$15K | – | 2951 |
|
|
2015
Q1 | $15K | Hold |
800
| – | – | ﹤0.01% | 2907 |
|
|
2014
Q4 | $15K | Hold |
800
| – | – | ﹤0.01% | 2836 |
|
|
2014
Q3 | $13K | Hold |
800
| – | – | ﹤0.01% | 2772 |
|
|
2014
Q2 | $13K | Hold |
800
| – | – | ﹤0.01% | 2703 |
|
|
2014
Q1 | $16K | Buy |
+800
| New | +$16K | ﹤0.01% | 2489 |
|