United Capital Financial Advisors’s Barnes Group Inc. B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,688
| Closed | -$320K | – | 1486 |
|
|
2019
Q2 | $320K | Hold |
5,688
| – | – | ﹤0.01% | 1165 |
|
|
2019
Q1 | $292K | Hold |
5,688
| – | – | ﹤0.01% | 1116 |
|
|
2018
Q4 | $305K | Hold |
5,688
| – | – | ﹤0.01% | 1054 |
|
|
2018
Q3 | $404K | Sell |
5,688
-33
| -0.6% | -$2.34K | ﹤0.01% | 1016 |
|
|
2018
Q2 | $337K | Hold |
5,721
| – | – | ﹤0.01% | 1048 |
|
|
2018
Q1 | $343K | Hold |
5,721
| – | – | ﹤0.01% | 1050 |
|
|
2017
Q4 | $362K | Buy |
5,721
+530
| +10% | +$33.5K | ﹤0.01% | 1052 |
|
|
2017
Q3 | $366K | Buy |
5,191
+1,000
| +24% | +$70.5K | ﹤0.01% | 1049 |
|
|
2017
Q2 | $245K | Hold |
4,191
| – | – | ﹤0.01% | 1141 |
|
|
2017
Q1 | $215K | Sell |
4,191
-125
| -3% | -$6.41K | ﹤0.01% | 1166 |
|
|
2016
Q4 | $205K | Buy |
+4,316
| New | +$205K | ﹤0.01% | 1179 |
|