Shelton Capital Management’s United Community Banks, Inc. UCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,727
| Closed | -$227K | – | 761 |
|
|
2022
Q4 | $227K | Hold |
6,727
| – | – | 0.02% | 576 |
|
|
2022
Q3 | $223K | Hold |
6,727
| – | – | 0.01% | 582 |
|
|
2022
Q2 | $203K | Hold |
6,727
| – | – | 0.01% | 669 |
|
|
2022
Q1 | $234K | Buy |
6,727
+1,070
| +19% | +$37.2K | 0.01% | 677 |
|
|
2021
Q4 | $203K | Buy |
+5,657
| New | +$203K | 0.01% | 793 |
|
|
2020
Q1 | – | Sell |
-7,071
| Closed | -$218K | – | 838 |
|
|
2019
Q4 | $218K | Sell |
7,071
-335
| -5% | -$10.3K | 0.01% | 712 |
|
|
2019
Q3 | $210K | Sell |
7,406
-571
| -7% | -$16.2K | 0.01% | 726 |
|
|
2019
Q2 | $228K | Buy |
+7,977
| New | +$228K | 0.01% | 703 |
|
|
2018
Q4 | – | Sell |
-7,384
| Closed | -$206K | – | 900 |
|
|
2018
Q3 | $206K | Buy |
7,384
+533
| +8% | +$14.9K | 0.01% | 850 |
|
|
2018
Q2 | $210K | Hold |
6,851
| – | – | 0.01% | 768 |
|
|
2018
Q1 | $217K | Buy |
+6,851
| New | +$217K | 0.01% | 735 |
|