San Francisco Sentry Investment Group’s Union Bankshares UNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-225
| Closed | -$11K | – | 881 |
|
|
2018
Q1 | $11K | Buy |
225
+1
| +0.4% | +$49 | ﹤0.01% | 677 |
|
|
2017
Q4 | $12K | Buy |
224
+2
| +0.9% | +$107 | ﹤0.01% | 655 |
|
|
2017
Q3 | $11K | Buy |
222
+1
| +0.5% | +$50 | ﹤0.01% | 633 |
|
|
2017
Q2 | $10K | Buy |
+221
| New | +$10K | ﹤0.01% | 537 |
|
|
2014
Q4 | – | Sell |
-550
| Closed | -$13K | – | 426 |
|
|
2014
Q3 | $13K | Buy |
+550
| New | +$13K | 0.01% | 442 |
|