Morningstar Investment Services’s Compañía de Cervecerías Unidas CCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-34,537
| Closed | -$731K | – | 215 |
|
2015
Q2 | $731K | Sell |
34,537
-1,646
| -5% | -$34.8K | 0.03% | 165 |
|
2015
Q1 | $751K | Sell |
36,183
-580
| -2% | -$12K | 0.03% | 164 |
|
2014
Q4 | $682K | Buy |
36,763
+7,126
| +24% | +$132K | 0.03% | 167 |
|
2014
Q3 | $653K | Buy |
29,637
+5,553
| +23% | +$122K | 0.03% | 168 |
|
2014
Q2 | $564K | Buy |
+24,084
| New | +$564K | 0.03% | 162 |
|