Investors Capital Advisory Services’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $0 | Sell |
98,540
-25,633
| -21% | – | ﹤0.01% | 755 |
|
|
2016
Q1 | $0 | Sell |
124,173
-4,296
| -3% | – | ﹤0.01% | 768 |
|
|
2015
Q4 | $1.41M | Sell |
128,469
-5,086
| -4% | -$55.9K | 0.27% | 82 |
|
|
2015
Q3 | $2.35M | Buy |
133,555
+14,506
| +12% | +$255K | 0.47% | 36 |
|
|
2015
Q2 | $2.08M | Buy |
119,049
+7,627
| +7% | +$133K | 0.38% | 47 |
|
|
2015
Q1 | $1.95M | Buy |
111,422
+16,115
| +17% | +$282K | 0.36% | 51 |
|
|
2014
Q4 | $1.75M | Sell |
95,307
-7,378
| -7% | -$135K | 0.33% | 61 |
|
|
2014
Q3 | $2.04M | Sell |
102,685
-9,859
| -9% | -$195K | 0.4% | 47 |
|
|
2014
Q2 | $2.25M | Buy |
+112,544
| New | +$2.25M | 0.36% | 55 |
|