Moody Aldrich Partners’s Bankunited BKU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-27,136
| Closed | -$965K | – | 90 |
|
2017
Q3 | $965K | Buy |
27,136
+3,131
| +13% | +$111K | 0.99% | 50 |
|
2017
Q2 | $809K | Buy |
24,005
+5,770
| +32% | +$194K | 1.01% | 43 |
|
2017
Q1 | $680K | Sell |
18,235
-30,210
| -62% | -$1.13M | 1.16% | 35 |
|
2016
Q4 | $1.83M | Sell |
48,445
-1,240
| -2% | -$46.7K | 1.18% | 33 |
|
2016
Q3 | $1.5M | Sell |
49,685
-37,580
| -43% | -$1.13M | 1.04% | 40 |
|
2016
Q2 | $2.68M | Buy |
87,265
+55,015
| +171% | +$1.69M | 2.22% | 3 |
|
2016
Q1 | $1.11M | Buy |
+32,250
| New | +$1.11M | 2.34% | 2 |
|