United Capital Financial Advisors’s Antero Midstream AM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,000
| Closed | -$116K | – | 837 |
|
|
2023
Q2 | $116K | Sell |
10,000
-80,292
| -89% | -$931K | ﹤0.01% | 872 |
|
|
2023
Q1 | $947K | Sell |
90,292
-16,323
| -15% | -$171K | 0.01% | 589 |
|
|
2022
Q4 | $1.15M | Sell |
106,615
-8,917
| -8% | -$96.2K | 0.01% | 580 |
|
|
2022
Q3 | $1.06M | Buy |
115,532
+12,866
| +13% | +$118K | 0.01% | 599 |
|
|
2022
Q2 | $929K | Buy |
102,666
+1,616
| +2% | +$14.6K | 0.01% | 646 |
|
|
2022
Q1 | $1.1M | Buy |
101,050
+1,528
| +2% | +$16.6K | 0.01% | 640 |
|
|
2021
Q4 | $963K | Buy |
99,522
+670
| +0.7% | +$6.48K | ﹤0.01% | 687 |
|
|
2021
Q3 | $1.03M | Buy |
98,852
+1,611
| +2% | +$16.8K | 0.01% | 672 |
|
|
2021
Q2 | $1.01M | Buy |
97,241
+1,766
| +2% | +$18.3K | 0.01% | 695 |
|
|
2021
Q1 | $862K | Buy |
95,475
+2,163
| +2% | +$19.5K | ﹤0.01% | 706 |
|
|
2020
Q4 | $719K | Buy |
93,312
+12,449
| +15% | +$95.9K | ﹤0.01% | 754 |
|
|
2020
Q3 | $434K | Buy |
80,863
+2,100
| +3% | +$11.3K | ﹤0.01% | 859 |
|
|
2020
Q2 | $402K | Buy |
78,763
+3,317
| +4% | +$16.9K | ﹤0.01% | 931 |
|
|
2020
Q1 | $158K | Buy |
75,446
+2,833
| +4% | +$5.93K | ﹤0.01% | 1090 |
|
|
2019
Q4 | $551K | Buy |
72,613
+11,670
| +19% | +$88.6K | ﹤0.01% | 954 |
|
|
2019
Q3 | $451K | Buy |
60,943
+29,008
| +91% | +$215K | ﹤0.01% | 969 |
|
|
2019
Q2 | $366K | Buy |
+31,935
| New | +$366K | ﹤0.01% | 1126 |
|