SeaCrest Wealth Management’s First United FUNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,766
| Closed | -$202K | – | 675 |
|
|
2024
Q3 | $202K | Buy |
+6,766
| New | +$202K | 0.02% | 614 |
|
|
2022
Q3 | – | Sell |
-7,451
| Closed | -$140K | – | 946 |
|
|
2022
Q2 | $140K | Buy |
+7,451
| New | +$140K | 0.02% | 736 |
|
|
2020
Q1 | – | Sell |
-10,351
| Closed | -$249K | – | 529 |
|
|
2019
Q4 | $249K | Hold |
10,351
| – | – | 0.04% | 449 |
|
|
2019
Q3 | $228K | Hold |
10,351
| – | – | 0.04% | 459 |
|
|
2019
Q2 | $204K | Hold |
10,351
| – | – | 0.04% | 458 |
|
|
2019
Q1 | $179K | Hold |
10,351
| – | – | 0.03% | 509 |
|
|
2018
Q4 | $165K | Hold |
10,351
| – | – | 0.03% | 479 |
|
|
2018
Q3 | $195K | Hold |
10,351
| – | – | 0.03% | 511 |
|
|
2018
Q2 | $212K | Sell |
10,351
-3,953
| -28% | -$81K | 0.04% | 466 |
|
|
2018
Q1 | $275K | Sell |
14,304
-2,075
| -13% | -$39.9K | 0.05% | 387 |
|
|
2017
Q4 | $286K | Buy |
+16,379
| New | +$286K | 0.05% | 384 |
|