Glassman Wealth Services’s Compañía de Cervecerías Unidas CCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-35
| Closed | -$439 | – | 493 |
|
2023
Q4 | $439 | Sell |
35
-39
| -53% | -$489 | ﹤0.01% | 1747 |
|
2023
Q3 | $932 | Buy |
74
+3
| +4% | +$38 | ﹤0.01% | 1569 |
|
2023
Q2 | $1.15K | Hold |
71
| – | – | ﹤0.01% | 1401 |
|
2023
Q1 | $1.11K | Buy |
71
+12
| +20% | +$188 | ﹤0.01% | 1397 |
|
2022
Q4 | $774 | Sell |
59
-232
| -80% | -$3.04K | ﹤0.01% | 1500 |
|
2022
Q3 | $3K | Buy |
+291
| New | +$3K | ﹤0.01% | 1112 |
|
2022
Q2 | – | Sell |
-17
| Closed | – | – | 1697 |
|
2022
Q1 | $0 | Sell |
17
-69
| -80% | – | ﹤0.01% | 1670 |
|
2021
Q4 | $1K | Buy |
+86
| New | +$1K | ﹤0.01% | 1322 |
|