SPC
UDF
Sigma Planning Corp’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-145,572
| Closed | -$437K | – | 840 |
|
|
2016
Q4 | $437K | Buy |
145,572
+1,656
| +1% | +$4.97K | 0.05% | 389 |
|
|
2016
Q3 | $336K | Buy |
143,916
+30,620
| +27% | +$71.5K | 0.04% | 469 |
|
|
2016
Q2 | $354K | Sell |
113,296
-446
| -0.4% | -$1.39K | 0.05% | 426 |
|
|
2016
Q1 | $364K | Sell |
113,742
-9,802
| -8% | -$31.4K | 0.05% | 391 |
|
|
2015
Q4 | $1.36M | Sell |
123,544
-5,924
| -5% | -$65.2K | 0.19% | 119 |
|
|
2015
Q3 | $2.28M | Buy |
129,468
+12,078
| +10% | +$213K | 0.36% | 59 |
|
|
2015
Q2 | $2.05M | Sell |
117,390
-13,329
| -10% | -$233K | 0.28% | 82 |
|
|
2015
Q1 | $2.29M | Sell |
130,719
-4,117
| -3% | -$72.1K | 0.3% | 75 |
|
|
2014
Q4 | $2.47M | Buy |
+134,836
| New | +$2.47M | 0.33% | 73 |
|