United Capital Financial Advisors’s Assured Guaranty AGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-13,879
| Closed | -$351K | – | 1242 |
|
|
2016
Q1 | $351K | Sell |
13,879
-33,512
| -71% | -$848K | ﹤0.01% | 960 |
|
|
2015
Q4 | $1.25M | Sell |
47,391
-4,352
| -8% | -$115K | 0.01% | 643 |
|
|
2015
Q3 | $1.29M | Sell |
51,743
-7,822
| -13% | -$196K | 0.02% | 623 |
|
|
2015
Q2 | $1.43M | Buy |
59,565
+6,590
| +12% | +$158K | 0.02% | 660 |
|
|
2015
Q1 | $1.38M | Buy |
52,975
+417
| +0.8% | +$10.8K | 0.02% | 658 |
|
|
2014
Q4 | $1.37M | Sell |
52,558
-3,496
| -6% | -$90.9K | 0.02% | 565 |
|
|
2014
Q3 | $1.24M | Sell |
56,054
-922
| -2% | -$20.4K | 0.02% | 551 |
|
|
2014
Q2 | $1.4M | Buy |
+56,976
| New | +$1.4M | 0.03% | 483 |
|
|
2014
Q1 | – | Sell |
-38,586
| Closed | -$910K | – | 926 |
|
|
2013
Q4 | $910K | Buy |
38,586
+15,461
| +67% | +$365K | 0.03% | 346 |
|
|
2013
Q3 | $434K | Buy |
+23,125
| New | +$434K | 0.01% | 471 |
|