United Capital Financial Advisors’s American Public Education APEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,428
| Closed | -$229K | – | 1330 |
|
|
2018
Q2 | $229K | Sell |
5,428
-16,204
| -75% | -$684K | ﹤0.01% | 1187 |
|
|
2018
Q1 | $930K | Sell |
21,632
-11,409
| -35% | -$490K | 0.01% | 791 |
|
|
2017
Q4 | $828K | Sell |
33,041
-1,500
| -4% | -$37.6K | 0.01% | 839 |
|
|
2017
Q3 | $727K | Sell |
34,541
-1,500
| -4% | -$31.6K | 0.01% | 859 |
|
|
2017
Q2 | $852K | Sell |
36,041
-1,500
| -4% | -$35.5K | 0.01% | 805 |
|
|
2017
Q1 | $860K | Sell |
37,541
-1,500
| -4% | -$34.4K | 0.01% | 782 |
|
|
2016
Q4 | $958K | Sell |
39,041
-1,500
| -4% | -$36.8K | 0.01% | 767 |
|
|
2016
Q3 | $803K | Sell |
40,541
-1,500
| -4% | -$29.7K | 0.01% | 831 |
|
|
2016
Q2 | $1.18M | Sell |
42,041
-1,500
| -3% | -$42K | 0.01% | 690 |
|
|
2016
Q1 | $898K | Buy |
43,541
+2,497
| +6% | +$51.5K | 0.01% | 720 |
|
|
2015
Q4 | $764K | Sell |
41,044
-1,000
| -2% | -$18.6K | 0.01% | 761 |
|
|
2015
Q3 | $986K | Hold |
42,044
| – | – | 0.01% | 693 |
|
|
2015
Q2 | $1.08M | Hold |
42,044
| – | – | 0.01% | 711 |
|
|
2015
Q1 | $1.17M | Buy |
42,044
+2,604
| +7% | +$72.7K | 0.01% | 690 |
|
|
2014
Q4 | $1.45M | Sell |
39,440
-600
| -1% | -$22.1K | 0.02% | 549 |
|
|
2014
Q3 | $1.08M | Hold |
40,040
| – | – | 0.02% | 588 |
|
|
2014
Q2 | $1.38M | Hold |
40,040
| – | – | 0.03% | 487 |
|
|
2014
Q1 | $1.41M | Buy |
+40,040
| New | +$1.41M | 0.03% | 418 |
|