Janney Montgomery Scott’s First United FUNC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-18,130
| Closed | -$313K | – | 2058 |
|
2019
Q1 | $313K | Hold |
18,130
| – | – | ﹤0.01% | 1647 |
|
2018
Q4 | $289K | Hold |
18,130
| – | – | ﹤0.01% | 1581 |
|
2018
Q3 | $341K | Hold |
18,130
| – | – | ﹤0.01% | 1630 |
|
2018
Q2 | $371K | Sell |
18,130
-15,743
| -46% | -$322K | ﹤0.01% | 1549 |
|
2018
Q1 | $650K | Hold |
33,873
| – | – | 0.01% | 1187 |
|
2017
Q4 | $589K | Hold |
33,873
| – | – | 0.01% | 1221 |
|
2017
Q3 | $564K | Hold |
33,873
| – | – | 0.01% | 1199 |
|
2017
Q2 | $505K | Sell |
33,873
-9,039
| -21% | -$135K | 0.01% | 1171 |
|
2017
Q1 | $622K | Buy |
42,912
+6,112
| +17% | +$88.6K | 0.01% | 1060 |
|
2016
Q4 | $587K | Hold |
36,800
| – | – | 0.01% | 1024 |
|
2016
Q3 | $456K | Buy |
+36,800
| New | +$456K | 0.01% | 1008 |
|