Mark Sheptoff Financial Planning’s United Financial Bancorp, Inc. UBNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,346
| Closed | -$86K | – | 389 |
|
|
2019
Q3 | $86K | Hold |
6,346
| – | – | 0.06% | 120 |
|
|
2019
Q2 | $90K | Hold |
6,346
| – | – | 0.06% | 126 |
|
|
2019
Q1 | $91K | Hold |
6,346
| – | – | 0.07% | 122 |
|
|
2018
Q4 | $93K | Hold |
6,346
| – | – | 0.08% | 103 |
|
|
2018
Q3 | $107K | Hold |
6,346
| – | – | 0.07% | 127 |
|
|
2018
Q2 | $111K | Sell |
6,346
-227
| -3% | -$3.97K | 0.08% | 119 |
|
|
2018
Q1 | $106K | Hold |
6,573
| – | – | 0.07% | 124 |
|
|
2017
Q4 | $116K | Hold |
6,573
| – | – | 0.08% | 130 |
|
|
2017
Q3 | $120K | Hold |
6,573
| – | – | 0.08% | 133 |
|
|
2017
Q2 | $110K | Buy |
6,573
+2,615
| +66% | +$43.8K | 0.08% | 134 |
|
|
2017
Q1 | $67K | Buy |
3,958
+1
| +0% | +$17 | 0.05% | 163 |
|
|
2016
Q4 | $72K | Hold |
3,957
| – | – | 0.05% | 154 |
|
|
2016
Q3 | $55K | Hold |
3,957
| – | – | 0.04% | 168 |
|
|
2016
Q2 | $51K | Hold |
3,957
| – | – | 0.04% | 157 |
|
|
2016
Q1 | $50K | Buy |
3,957
+758
| +24% | +$9.58K | 0.04% | 152 |
|
|
2015
Q4 | $41K | Buy |
3,199
+1,516
| +90% | +$19.4K | 0.03% | 180 |
|
|
2015
Q3 | $22K | Hold |
1,683
| – | – | 0.02% | 205 |
|
|
2015
Q2 | $23K | Hold |
1,683
| – | – | 0.02% | 212 |
|
|
2015
Q1 | $21K | Hold |
1,683
| – | – | 0.02% | 219 |
|
|
2014
Q4 | $24K | Buy |
+1,683
| New | +$24K | 0.02% | 204 |
|