MYCIO Wealth Partners’s United-Guardian UG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,000
| Closed | -$18K | – | 830 |
|
|
2015
Q3 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 467 |
|
|
2015
Q2 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 440 |
|
|
2015
Q1 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 413 |
|
|
2014
Q4 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 397 |
|
|
2014
Q3 | $22K | Buy |
1,000
+250
| +33% | +$5.5K | 0.01% | 359 |
|
|
2014
Q2 | $21K | Hold |
750
| – | – | ﹤0.01% | 384 |
|
|
2014
Q1 | $22K | Hold |
750
| – | – | 0.01% | 376 |
|
|
2013
Q4 | $21K | Buy |
+750
| New | +$21K | 0.01% | 362 |
|