United Capital Financial Advisors’s Aerie Pharmaceuticals, Inc. AERI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,921
| Closed | -$234K | – | 1476 |
|
|
2019
Q1 | $234K | Buy |
+4,921
| New | +$234K | ﹤0.01% | 1200 |
|
|
2018
Q4 | – | Sell |
-5,500
| Closed | -$339K | – | 1381 |
|
|
2018
Q3 | $339K | Hold |
5,500
| – | – | ﹤0.01% | 1066 |
|
|
2018
Q2 | $372K | Sell |
5,500
-15
| -0.3% | -$1.02K | ﹤0.01% | 1019 |
|
|
2018
Q1 | $299K | Hold |
5,515
| – | – | ﹤0.01% | 1096 |
|
|
2017
Q4 | $330K | Buy |
5,515
+2
| +0% | +$120 | ﹤0.01% | 1080 |
|
|
2017
Q3 | $268K | Buy |
5,513
+13
| +0.2% | +$632 | ﹤0.01% | 1147 |
|
|
2017
Q2 | $289K | Hold |
5,500
| – | – | ﹤0.01% | 1085 |
|
|
2017
Q1 | $249K | Hold |
5,500
| – | – | ﹤0.01% | 1116 |
|
|
2016
Q4 | $208K | Hold |
5,500
| – | – | ﹤0.01% | 1171 |
|
|
2016
Q3 | $208K | Buy |
+5,500
| New | +$208K | ﹤0.01% | 1177 |
|