United Capital Financial Advisors’s Sotheby's BID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,600
| Closed | -$212K | – | 1377 |
|
|
2017
Q3 | $212K | Hold |
4,600
| – | – | ﹤0.01% | 1222 |
|
|
2017
Q2 | $247K | Sell |
4,600
-500
| -10% | -$26.8K | ﹤0.01% | 1140 |
|
|
2017
Q1 | $232K | Sell |
5,100
-2,600
| -34% | -$118K | ﹤0.01% | 1142 |
|
|
2016
Q4 | $307K | Sell |
7,700
-1,049
| -12% | -$41.8K | ﹤0.01% | 1046 |
|
|
2016
Q3 | $333K | Sell |
8,749
-383
| -4% | -$14.6K | ﹤0.01% | 1046 |
|
|
2016
Q2 | $247K | Buy |
9,132
+1
| +0% | +$27 | ﹤0.01% | 1102 |
|
|
2016
Q1 | $244K | Hold |
9,131
| – | – | ﹤0.01% | 1065 |
|
|
2015
Q4 | $235K | Buy |
9,131
+5
| +0.1% | +$129 | ﹤0.01% | 1092 |
|
|
2015
Q3 | $292K | Hold |
9,126
| – | – | ﹤0.01% | 1066 |
|
|
2015
Q2 | $413K | Sell |
9,126
-1,007
| -10% | -$45.6K | ﹤0.01% | 982 |
|
|
2015
Q1 | $433K | Hold |
10,133
| – | – | 0.01% | 947 |
|
|
2014
Q4 | $438K | Hold |
10,133
| – | – | 0.01% | 861 |
|
|
2014
Q3 | $362K | Sell |
10,133
-14
| -0.1% | -$500 | 0.01% | 886 |
|
|
2014
Q2 | $426K | Buy |
10,147
+14
| +0.1% | +$588 | 0.01% | 709 |
|
|
2014
Q1 | $441K | Sell |
10,133
-217
| -2% | -$9.44K | 0.01% | 659 |
|
|
2013
Q4 | $551K | Buy |
+10,350
| New | +$551K | 0.02% | 420 |
|
|
2013
Q3 | – | Sell |
-10,945
| Closed | -$415K | – | 765 |
|
|
2013
Q2 | $415K | Buy |
+10,945
| New | +$415K | 0.01% | 537 |
|