United Capital Financial Advisors’s AGNC Investment AGNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-15,958
| Closed | -$134K | – | 1036 |
|
|
2022
Q3 | $134K | Buy |
15,958
+5,432
| +52% | +$45.6K | ﹤0.01% | 1043 |
|
|
2022
Q2 | $117K | Buy |
10,526
+208
| +2% | +$2.31K | ﹤0.01% | 1081 |
|
|
2022
Q1 | $135K | Hold |
10,318
| – | – | ﹤0.01% | 1118 |
|
|
2021
Q4 | $155K | Buy |
+10,318
| New | +$155K | ﹤0.01% | 1163 |
|
|
2015
Q2 | – | Sell |
-20,681
| Closed | -$427K | – | 1251 |
|
|
2015
Q1 | $427K | Buy |
20,681
+2,996
| +17% | +$61.9K | 0.01% | 954 |
|
|
2014
Q4 | $386K | Buy |
17,685
+1,708
| +11% | +$37.3K | 0.01% | 898 |
|
|
2014
Q3 | $340K | Buy |
15,977
+3,620
| +29% | +$77K | 0.01% | 901 |
|
|
2014
Q2 | $289K | Buy |
+12,357
| New | +$289K | 0.01% | 754 |
|