Laidlaw Group’s United-Guardian UG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-8,999
| Closed | -$201K | – | 85 |
|
|
2014
Q3 | $201K | Hold |
8,999
| – | – | 0.1% | 80 |
|
|
2014
Q2 | $257K | Buy |
8,999
+170
| +2% | +$4.86K | 0.13% | 72 |
|
|
2014
Q1 | $258K | Hold |
8,829
| – | – | 0.14% | 71 |
|
|
2013
Q4 | $249K | Sell |
8,829
-600
| -6% | -$16.9K | 0.13% | 75 |
|
|
2013
Q3 | $236K | Sell |
9,429
-200
| -2% | -$5.01K | 0.14% | 74 |
|
|
2013
Q2 | $235K | Buy |
+9,629
| New | +$235K | 0.13% | 73 |
|