Naples Global Advisors’s United-Guardian UG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
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|
2016
Q4 | $204K | Sell |
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|
2016
Q3 | $265K | Sell |
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|
2016
Q2 | $313K | Buy |
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|
2016
Q1 | $317K | Sell |
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|
2015
Q4 | $324K | Buy |
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|
2015
Q3 | $288K | Buy |
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|
2015
Q2 | $291K | Sell |
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|
2015
Q1 | $306K | Sell |
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|
2014
Q4 | $432K | Buy |
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|
2014
Q3 | $473K | Buy |
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|
2014
Q2 | $559K | Buy |
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|
2014
Q1 | $500K | Buy |
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|
2013
Q4 | $467K | Buy |
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