United Capital Financial Advisors’s Acadia Realty Trust AKR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-6,411
| Closed | -$210K | – | 1240 |
|
2016
Q4 | $210K | Buy |
+6,411
| New | +$210K | ﹤0.01% | 1166 |
|
2016
Q1 | – | Sell |
-13,780
| Closed | -$457K | – | 1213 |
|
2015
Q4 | $457K | Buy |
+13,780
| New | +$457K | 0.01% | 909 |
|
2015
Q2 | – | Sell |
-9,897
| Closed | -$306K | – | 1253 |
|
2015
Q1 | $306K | Buy |
9,897
+1,719
| +21% | +$53.1K | ﹤0.01% | 1061 |
|
2014
Q4 | $262K | Buy |
+8,178
| New | +$262K | ﹤0.01% | 1012 |
|