LPL Financial’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
Q4 | – | Sell |
-50,858
| Closed | – | – | 2882 |
|
|
2016
Q3 | $0 | Buy |
50,858
+3,291
| +7% | – | ﹤0.01% | 2842 |
|
|
2016
Q2 | $0 | Sell |
47,567
-47,167
| -50% | – | ﹤0.01% | 3287 |
|
|
2016
Q1 | $0 | Buy |
94,734
+4,040
| +4% | – | ﹤0.01% | 3320 |
|
|
2015
Q4 | $943K | Buy |
90,694
+42,800
| +89% | +$445K | ﹤0.01% | 1730 |
|
|
2015
Q3 | $862K | Sell |
47,894
-2,537
| -5% | -$45.7K | ﹤0.01% | 1346 |
|
|
2015
Q2 | $922K | Sell |
50,431
-6,977
| -12% | -$128K | ﹤0.01% | 1435 |
|
|
2015
Q1 | $1.02M | Buy |
57,408
+11,492
| +25% | +$204K | 0.01% | 1342 |
|
|
2014
Q4 | $842K | Buy |
45,916
+8,277
| +22% | +$152K | ﹤0.01% | 1432 |
|
|
2014
Q3 | $739K | Buy |
+37,639
| New | +$739K | ﹤0.01% | 1496 |
|