J.P. Morgan Private Wealth Advisors’s United Financial Bancorp, Inc. UBNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,598
| Closed | -$144K | – | 1534 |
|
|
2019
Q3 | $144K | Buy |
+10,598
| New | +$144K | ﹤0.01% | 1378 |
|
|
2019
Q1 | – | Sell |
-86,690
| Closed | -$1.27M | – | 1541 |
|
|
2018
Q4 | $1.27M | Buy |
86,690
+1,139
| +1% | +$16.7K | 0.01% | 682 |
|
|
2018
Q3 | $1.44M | Buy |
85,551
+4,680
| +6% | +$78.8K | 0.01% | 705 |
|
|
2018
Q2 | $1.42M | Buy |
80,871
+934
| +1% | +$16.4K | 0.01% | 675 |
|
|
2018
Q1 | $1.3M | Buy |
79,937
+4,397
| +6% | +$71.2K | 0.01% | 588 |
|
|
2017
Q4 | $1.33M | Buy |
75,540
+899
| +1% | +$15.9K | 0.01% | 589 |
|
|
2017
Q3 | $1.37M | Buy |
74,641
+2,000
| +3% | +$36.6K | 0.01% | 555 |
|
|
2017
Q2 | $1.21M | Hold |
72,641
| – | – | 0.01% | 569 |
|
|
2017
Q1 | $1.24M | Hold |
72,641
| – | – | 0.01% | 578 |
|
|
2016
Q4 | $1.32M | Hold |
72,641
| – | – | 0.01% | 525 |
|
|
2016
Q3 | $1.01M | Hold |
72,641
| – | – | 0.01% | 589 |
|
|
2016
Q2 | $943K | Hold |
72,641
| – | – | 0.01% | 610 |
|
|
2016
Q1 | $915K | Sell |
72,641
-72,641
| -50% | -$915K | 0.01% | 581 |
|
|
2015
Q4 | $1.87M | Buy |
145,282
+72,641
| +100% | +$936K | 0.02% | 386 |
|
|
2015
Q3 | $948K | Sell |
72,641
-72,641
| -50% | -$948K | 0.01% | 483 |
|
|
2015
Q2 | $1.95M | Buy |
145,282
+72,549
| +100% | +$976K | 0.02% | 373 |
|
|
2015
Q1 | $904K | Hold |
72,733
| – | – | 0.01% | 552 |
|
|
2014
Q4 | $1.04M | Hold |
72,733
| – | – | 0.01% | 526 |
|
|
2014
Q3 | $923K | Sell |
72,733
-115
| -0.2% | -$1.46K | 0.01% | 536 |
|
|
2014
Q2 | $987K | Buy |
+72,848
| New | +$987K | 0.02% | 414 |
|