Quantum Capital Management (California)’s United-Guardian UG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-49,094
| Closed | -$793K | – | 209 |
|
|
2018
Q3 | $793K | Buy |
49,094
+10,778
| +28% | +$174K | 0.28% | 106 |
|
|
2018
Q2 | $734K | Buy |
38,316
+2,317
| +6% | +$44.4K | 0.28% | 113 |
|
|
2018
Q1 | $640K | Hold |
35,999
| – | – | 0.15% | 112 |
|
|
2017
Q4 | $666K | Buy |
35,999
+4,697
| +15% | +$86.9K | 0.16% | 116 |
|
|
2017
Q3 | $610K | Buy |
+31,302
| New | +$610K | 0.14% | 121 |
|