SIM
Spark Investment Management’s United Security Bancshares UBFO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-11,197
| Closed | -$118K | – | 702 |
|
2019
Q1 | $118K | Hold |
11,197
| – | – | 0.01% | 562 |
|
2018
Q4 | $107K | Sell |
11,197
-1,703
| -13% | -$16.3K | 0.01% | 553 |
|
2018
Q3 | $143K | Sell |
12,900
-1,100
| -8% | -$12.2K | 0.01% | 590 |
|
2018
Q2 | $156K | Sell |
14,000
-1,300
| -8% | -$14.5K | 0.01% | 582 |
|
2018
Q1 | $164K | Sell |
15,300
-2,100
| -12% | -$22.5K | 0.01% | 522 |
|
2017
Q4 | $191K | Sell |
17,400
-2,474
| -12% | -$27.2K | 0.01% | 580 |
|
2017
Q3 | $188K | Hold |
19,874
| – | – | 0.01% | 615 |
|
2017
Q2 | $183K | Buy |
19,874
+2,374
| +14% | +$21.9K | 0.01% | 669 |
|
2017
Q1 | $127K | Buy |
17,500
+2,856
| +20% | +$20.7K | 0.01% | 754 |
|
2016
Q4 | $113K | Buy |
+14,644
| New | +$113K | 0.01% | 706 |
|