United Capital Financial Advisors’s Barclays Bank Plc Series 3 BCS.PRA.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-16,624
| Closed | -$422K | – | 1319 |
|
|
2016
Q4 | $422K | Sell |
16,624
-10,635
| -39% | -$270K | ﹤0.01% | 972 |
|
|
2016
Q3 | $702K | Sell |
27,259
-1,982
| -7% | -$51K | 0.01% | 871 |
|
|
2016
Q2 | $760K | Sell |
29,241
-4,925
| -14% | -$128K | 0.01% | 812 |
|
|
2016
Q1 | $873K | Sell |
34,166
-389
| -1% | -$9.94K | 0.01% | 728 |
|
|
2015
Q4 | $897K | Sell |
34,555
-16,209
| -32% | -$421K | 0.01% | 725 |
|
|
2015
Q3 | $1.3M | Buy |
+50,764
| New | +$1.3M | 0.02% | 620 |
|
|
2015
Q2 | – | Sell |
-7,728
| Closed | -$200K | – | 1343 |
|
|
2015
Q1 | $200K | Buy |
+7,728
| New | +$200K | ﹤0.01% | 1185 |
|