Financial Engines Advisors’s United Bancorp UBCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,355
| Closed | -$167K | – | 308 |
|
|
2022
Q4 | $167K | Hold |
11,355
| – | – | ﹤0.01% | 282 |
|
|
2022
Q3 | $182K | Hold |
11,355
| – | – | ﹤0.01% | 278 |
|
|
2022
Q2 | $186K | Hold |
11,355
| – | – | ﹤0.01% | 287 |
|
|
2022
Q1 | $207K | Hold |
11,355
| – | – | ﹤0.01% | 300 |
|
|
2021
Q4 | $189K | Hold |
11,355
| – | – | ﹤0.01% | 267 |
|
|
2021
Q3 | $162K | Buy |
+11,355
| New | +$162K | ﹤0.01% | 265 |
|
|
2021
Q2 | – | Sell |
-11,355
| Closed | -$163K | – | 263 |
|
|
2021
Q1 | $163K | Hold |
11,355
| – | – | ﹤0.01% | 264 |
|
|
2020
Q4 | $150K | Hold |
11,355
| – | – | ﹤0.01% | 252 |
|
|
2020
Q3 | $143K | Hold |
11,355
| – | – | ﹤0.01% | 240 |
|
|
2020
Q2 | $131K | Hold |
11,355
| – | – | ﹤0.01% | 202 |
|
|
2020
Q1 | $125K | Buy |
+11,355
| New | +$125K | ﹤0.01% | 145 |
|