SWA
UCB
Sutton Wealth Advisors’s United Community Banks, Inc. UCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $214K | Hold |
8,405
| – | – | 0.11% | 104 |
|
|
2023
Q2 | $210K | Buy |
+8,405
| New | +$210K | 0.1% | 103 |
|
|
2023
Q1 | – | Sell |
-2,385
| Closed | -$80.6K | – | 1599 |
|
|
2022
Q4 | $80.6K | Hold |
2,385
| – | – | 0.03% | 285 |
|
|
2022
Q3 | $78.9K | Hold |
2,385
| – | – | 0.03% | 282 |
|
|
2022
Q2 | $72K | Sell |
2,385
-23
| -1% | -$694 | 0.03% | 292 |
|
|
2022
Q1 | $83.8K | Buy |
2,408
+18
| +0.8% | +$626 | 0.03% | 281 |
|
|
2021
Q4 | $85.9K | Buy |
2,390
+22
| +0.9% | +$791 | 0.03% | 291 |
|
|
2021
Q3 | $77.7K | Hold |
2,368
| – | – | 0.03% | 290 |
|
|
2021
Q2 | $75.8K | Hold |
2,368
| – | – | 0.03% | 299 |
|
|
2021
Q1 | $80.8K | Hold |
2,368
| – | – | 0.03% | 270 |
|
|
2020
Q4 | $67.3K | Hold |
2,368
| – | – | 0.03% | 287 |
|
|
2020
Q3 | $40.1K | Hold |
2,368
| – | – | 0.02% | 346 |
|
|
2020
Q2 | $47.6K | Sell |
2,368
-96
| -4% | -$1.93K | 0.02% | 312 |
|
|
2020
Q1 | $45.1K | Buy |
2,464
+1,056
| +75% | +$19.3K | 0.03% | 289 |
|
|
2019
Q4 | $43.5K | Hold |
1,408
| – | – | 0.02% | 342 |
|
|
2019
Q3 | $39.9K | Hold |
1,408
| – | – | 0.02% | 361 |
|
|
2019
Q2 | $40.2K | Hold |
1,408
| – | – | 0.02% | 357 |
|
|
2019
Q1 | $35.1K | Hold |
1,408
| – | – | 0.02% | 388 |
|
|
2018
Q4 | $30.2K | Hold |
1,408
| – | – | 0.02% | 393 |
|
|
2018
Q3 | $39.3K | Hold |
1,408
| – | – | 0.03% | 340 |
|
|
2018
Q2 | $43.2K | Hold |
1,408
| – | – | 0.03% | 326 |
|
|
2018
Q1 | $44.6K | Hold |
1,408
| – | – | 0.03% | 301 |
|
|
2017
Q4 | $39.6K | Hold |
1,408
| – | – | 0.03% | 337 |
|
|
2017
Q3 | $40.2K | Hold |
1,408
| – | – | 0.03% | 323 |
|
|
2017
Q2 | $39.1K | Hold |
1,408
| – | – | 0.03% | 311 |
|
|
2017
Q1 | $39K | Hold |
1,408
| – | – | 0.03% | 305 |
|
|
2016
Q4 | $41.7K | Hold |
1,408
| – | – | 0.04% | 294 |
|
|
2016
Q3 | $29.6K | Hold |
1,408
| – | – | 0.03% | 359 |
|
|
2016
Q2 | $25.8K | Buy |
+1,408
| New | +$25.8K | 0.02% | 380 |
|