O'Shaughnessy Asset Management’s United-Guardian UG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $64K | Sell |
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|
2019
Q3 | $76K | Sell |
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|
2019
Q2 | $80K | Buy |
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|
2019
Q1 | $78K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $50K | Sell |
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|
2016
Q3 | $48K | Sell |
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|
2016
Q2 | $62K | Buy |
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|
2016
Q1 | $14K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1K | Buy |
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|
2014
Q3 | $1K | Buy |
|