Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-190
| Closed | -$2K | – | 638 |
|
|
2022
Q2 | $2K | Hold |
190
| – | – | ﹤0.01% | 1724 |
|
|
2022
Q1 | $3K | Sell |
190
-48
| -20% | -$758 | ﹤0.01% | 1749 |
|
|
2021
Q4 | $4K | Buy |
238
+87
| +58% | +$1.46K | ﹤0.01% | 1760 |
|
|
2021
Q3 | $3K | Hold |
151
| – | – | ﹤0.01% | 1820 |
|
|
2021
Q2 | $3K | Hold |
151
| – | – | ﹤0.01% | 1761 |
|
|
2021
Q1 | $3K | Buy |
151
+16
| +12% | +$318 | ﹤0.01% | 1674 |
|
|
2020
Q4 | $2K | Buy |
+135
| New | +$2K | ﹤0.01% | 1616 |
|