United Capital Financial Advisors’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11,500
| Closed | -$736K | – | 1158 |
|
|
2020
Q2 | $736K | Sell |
11,500
-33,826
| -75% | -$2.16M | 0.01% | 741 |
|
|
2020
Q1 | $1.6M | Buy |
45,326
+1,025
| +2% | +$36.3K | 0.01% | 540 |
|
|
2019
Q4 | $2.66M | Sell |
44,301
-1,452
| -3% | -$87.1K | 0.02% | 542 |
|
|
2019
Q3 | $2.39M | Buy |
45,753
+2,350
| +5% | +$123K | 0.02% | 555 |
|
|
2019
Q2 | $1.99M | Buy |
43,403
+3,759
| +9% | +$173K | 0.01% | 621 |
|
|
2019
Q1 | $2M | Sell |
39,644
-1,922
| -5% | -$96.7K | 0.01% | 585 |
|
|
2018
Q4 | $1.93M | Sell |
41,566
-3,718
| -8% | -$173K | 0.02% | 570 |
|
|
2018
Q3 | $3.04M | Buy |
45,284
+1,470
| +3% | +$98.5K | 0.02% | 523 |
|
|
2018
Q2 | $2.83M | Buy |
43,814
+34,985
| +396% | +$2.26M | 0.02% | 518 |
|
|
2018
Q1 | $524K | Buy |
8,829
+497
| +6% | +$29.5K | ﹤0.01% | 944 |
|
|
2017
Q4 | $460K | Buy |
8,332
+418
| +5% | +$23.1K | ﹤0.01% | 983 |
|
|
2017
Q3 | $443K | Buy |
7,914
+926
| +13% | +$51.8K | ﹤0.01% | 999 |
|
|
2017
Q2 | $438K | Buy |
+6,988
| New | +$438K | ﹤0.01% | 962 |
|