United Capital Financial Advisors’s Barclays Bank Plc BCS.PRD.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-11,978
| Closed | -$312K | – | 1399 |
|
|
2018
Q3 | $312K | Sell |
11,978
-11,208
| -48% | -$292K | ﹤0.01% | 1091 |
|
|
2018
Q2 | $613K | Buy |
23,186
+2,682
| +13% | +$70.9K | ﹤0.01% | 895 |
|
|
2018
Q1 | $540K | Buy |
20,504
+520
| +3% | +$13.7K | ﹤0.01% | 938 |
|
|
2017
Q4 | $533K | Buy |
19,984
+7,020
| +54% | +$187K | ﹤0.01% | 945 |
|
|
2017
Q3 | $344K | Buy |
12,964
+672
| +5% | +$17.8K | ﹤0.01% | 1065 |
|
|
2017
Q2 | $327K | Buy |
12,292
+42
| +0.3% | +$1.12K | ﹤0.01% | 1048 |
|
|
2017
Q1 | $317K | Buy |
12,250
+1,020
| +9% | +$26.4K | ﹤0.01% | 1034 |
|
|
2016
Q4 | $287K | Sell |
11,230
-381
| -3% | -$9.74K | ﹤0.01% | 1070 |
|
|
2016
Q3 | $302K | Buy |
11,611
+99
| +0.9% | +$2.58K | ﹤0.01% | 1075 |
|
|
2016
Q2 | $299K | Buy |
11,512
+2,936
| +34% | +$76.3K | ﹤0.01% | 1038 |
|
|
2016
Q1 | $224K | Buy |
8,576
+1,000
| +13% | +$26.1K | ﹤0.01% | 1093 |
|
|
2015
Q4 | $201K | Sell |
7,576
-1,418
| -16% | -$37.6K | ﹤0.01% | 1135 |
|
|
2015
Q3 | $233K | Buy |
+8,994
| New | +$233K | ﹤0.01% | 1122 |
|
|
2015
Q2 | – | Sell |
-7,971
| Closed | -$208K | – | 1324 |
|
|
2015
Q1 | $208K | Buy |
+7,971
| New | +$208K | ﹤0.01% | 1180 |
|