Destiny Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,000
| Closed | -$229K | – | 165 |
|
|
2024
Q2 | $229K | Hold |
9,000
| – | – | 0.04% | 144 |
|
|
2024
Q1 | $237K | Hold |
9,000
| – | – | 0.04% | 144 |
|
|
2023
Q4 | $257K | Hold |
9,000
| – | – | 0.05% | 140 |
|
|
2023
Q3 | $229K | Hold |
9,000
| – | – | 0.05% | 152 |
|
|
2023
Q2 | $251K | Hold |
9,000
| – | – | 0.05% | 147 |
|
|
2023
Q1 | $253K | Buy |
9,000
+1,500
| +20% | +$42.2K | 0.05% | 164 |
|
|
2022
Q4 | $254K | Hold |
7,500
| – | – | 0.05% | 169 |
|
|
2022
Q3 | $248K | Hold |
7,500
| – | – | 0.06% | 173 |
|
|
2022
Q2 | $226K | Buy |
+7,500
| New | +$226K | 0.05% | 151 |
|