Johnson Investment Counsel’s United Community Bancorp UCBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-9,068
| Closed | -$246K | – | 671 |
|
|
2018
Q2 | $246K | Buy |
9,068
+138
| +2% | +$3.74K | 0.01% | 557 |
|
|
2018
Q1 | $225K | Sell |
8,930
-7,573
| -46% | -$191K | 0.01% | 565 |
|
|
2017
Q4 | $339K | Hold |
16,503
| – | – | 0.01% | 503 |
|
|
2017
Q3 | $320K | Hold |
16,503
| – | – | 0.01% | 502 |
|
|
2017
Q2 | $312K | Hold |
16,503
| – | – | 0.01% | 512 |
|
|
2017
Q1 | $292K | Sell |
16,503
-7,750
| -32% | -$137K | 0.01% | 504 |
|
|
2016
Q4 | $405K | Sell |
24,253
-500
| -2% | -$8.35K | 0.01% | 420 |
|
|
2016
Q3 | $375K | Hold |
24,753
| – | – | 0.01% | 415 |
|
|
2016
Q2 | $348K | Hold |
24,753
| – | – | 0.01% | 421 |
|
|
2016
Q1 | $337K | Hold |
24,753
| – | – | 0.01% | 425 |
|
|
2015
Q4 | $371K | Hold |
24,753
| – | – | 0.01% | 401 |
|
|
2015
Q3 | $370K | Hold |
24,753
| – | – | 0.01% | 394 |
|
|
2015
Q2 | $341K | Hold |
24,753
| – | – | 0.01% | 417 |
|
|
2015
Q1 | $317K | Sell |
24,753
-629
| -2% | -$8.06K | 0.01% | 434 |
|
|
2014
Q4 | $295K | Hold |
25,382
| – | – | 0.01% | 461 |
|
|
2014
Q3 | $303K | Buy |
+25,382
| New | +$303K | 0.01% | 437 |
|