LWP
UCB
Lumature Wealth Partners’s United Community Banks, Inc. UCB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $20.9K | Hold |
836
| – | – | 0.01% | 281 |
|
2023
Q1 | $23.5K | Hold |
836
| – | – | 0.01% | 265 |
|
2022
Q4 | $28.3K | Hold |
836
| – | – | 0.02% | 249 |
|
2022
Q3 | $28K | Hold |
836
| – | – | 0.02% | 260 |
|
2022
Q2 | $25K | Hold |
836
| – | – | 0.01% | 276 |
|
2022
Q1 | $29K | Hold |
836
| – | – | 0.01% | 288 |
|
2021
Q4 | $30K | Hold |
836
| – | – | 0.01% | 269 |
|
2021
Q3 | $27K | Buy |
+836
| New | +$27K | 0.01% | 269 |
|
2021
Q2 | – | Sell |
-836
| Closed | -$29K | – | 384 |
|
2021
Q1 | $29K | Buy |
+836
| New | +$29K | 0.02% | 248 |
|