Dana Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,250
| Closed | -$271K | – | 353 |
|
|
2021
Q3 | $271K | Hold |
8,250
| – | – | 0.01% | 295 |
|
|
2021
Q2 | $264K | Hold |
8,250
| – | – | 0.01% | 294 |
|
|
2021
Q1 | $281K | Hold |
8,250
| – | – | 0.01% | 291 |
|
|
2020
Q4 | $235K | Buy |
+8,250
| New | +$235K | 0.01% | 281 |
|
|
2020
Q1 | – | Sell |
-67,137
| Closed | -$2.07M | – | 326 |
|
|
2019
Q4 | $2.07M | Sell |
67,137
-11,920
| -15% | -$368K | 0.1% | 126 |
|
|
2019
Q3 | $2.24M | Sell |
79,057
-2,076
| -3% | -$58.8K | 0.11% | 120 |
|
|
2019
Q2 | $2.32M | Sell |
81,133
-3,316
| -4% | -$94.7K | 0.11% | 119 |
|
|
2019
Q1 | $2.11M | Sell |
84,449
-5,592
| -6% | -$139K | 0.1% | 147 |
|
|
2018
Q4 | $1.93M | Sell |
90,041
-1,694
| -2% | -$36.3K | 0.1% | 148 |
|
|
2018
Q3 | $2.56M | Buy |
91,735
+14,611
| +19% | +$407K | 0.1% | 150 |
|
|
2018
Q2 | $2.37M | Sell |
77,124
-709
| -0.9% | -$21.7K | 0.1% | 157 |
|
|
2018
Q1 | $2.46M | Buy |
+77,833
| New | +$2.46M | 0.11% | 137 |
|