Eagle Ridge Investment Management’s United-Guardian UG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $159K | Sell |
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|
2020
Q2 | $201K | Buy |
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|
2020
Q1 | $191K | Buy |
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|
2019
Q4 | $247K | Hold |
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|
2019
Q3 | $238K | Hold |
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|
2019
Q2 | $236K | Sell |
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|
2019
Q1 | $273K | Sell |
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|
2018
Q4 | $271K | Hold |
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|
2018
Q3 | $238K | Sell |
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|
2018
Q2 | $312K | Buy |
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|
2018
Q1 | $277K | Buy |
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|
2017
Q4 | $273K | Hold |
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|
2017
Q3 | $288K | Hold |
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|
2017
Q2 | $228K | Sell |
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|
2017
Q1 | $225K | Hold |
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|
2016
Q4 | $235K | Buy |
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