Hillsdale Investment Management’s First United FUNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
52,480
+52,300
| +29,056% | +$1.62M | 0.06% | 293 |
|
|
2025
Q1 | $5.4K | Buy |
+180
| New | +$5.4K | ﹤0.01% | 569 |
|
|
2024
Q2 | – | Sell |
-4,836
| Closed | -$111K | – | 621 |
|
|
2024
Q1 | $111K | Buy |
+4,836
| New | +$111K | 0.01% | 424 |
|
|
2020
Q4 | – | Sell |
-1,100
| Closed | -$13K | – | 619 |
|
|
2020
Q3 | $13K | Hold |
1,100
| – | – | ﹤0.01% | 480 |
|
|
2020
Q2 | $15K | Hold |
1,100
| – | – | ﹤0.01% | 473 |
|
|
2020
Q1 | $16K | Buy |
+1,100
| New | +$16K | ﹤0.01% | 483 |
|