MYCIO Wealth Partners’s UNIFI UFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-18,500
| Closed | -$467K | – | 355 |
|
|
2019
Q4 | $467K | Hold |
18,500
| – | – | 0.03% | 203 |
|
|
2019
Q3 | $406K | Hold |
18,500
| – | – | 0.03% | 201 |
|
|
2019
Q2 | $336K | Hold |
18,500
| – | – | 0.03% | 218 |
|
|
2019
Q1 | $358K | Buy |
18,500
+5,000
| +37% | +$96.8K | 0.03% | 194 |
|
|
2018
Q4 | $308K | Buy |
13,500
+1,000
| +8% | +$22.8K | 0.03% | 204 |
|
|
2018
Q3 | $354K | Hold |
12,500
| – | – | 0.03% | 191 |
|
|
2018
Q2 | $396K | Hold |
12,500
| – | – | 0.04% | 180 |
|
|
2018
Q1 | $453K | Hold |
12,500
| – | – | 0.05% | 140 |
|
|
2017
Q4 | $448K | Hold |
12,500
| – | – | 0.05% | 149 |
|
|
2017
Q3 | $445K | Buy |
12,500
+2,500
| +25% | +$89K | 0.05% | 147 |
|
|
2017
Q2 | $308K | Hold |
10,000
| – | – | 0.04% | 174 |
|
|
2017
Q1 | $284K | Hold |
10,000
| – | – | 0.03% | 179 |
|
|
2016
Q4 | $326K | Hold |
10,000
| – | – | 0.04% | 154 |
|
|
2016
Q3 | $294K | Hold |
10,000
| – | – | 0.05% | 137 |
|
|
2016
Q2 | $272K | Buy |
+10,000
| New | +$272K | 0.05% | 140 |
|