United Capital Financial Advisors’s Bemis BMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,599
| Closed | -$268K | – | 1387 |
|
|
2017
Q4 | $268K | Sell |
5,599
-17
| -0.3% | -$814 | ﹤0.01% | 1153 |
|
|
2017
Q3 | $256K | Hold |
5,616
| – | – | ﹤0.01% | 1167 |
|
|
2017
Q2 | $260K | Hold |
5,616
| – | – | ﹤0.01% | 1119 |
|
|
2017
Q1 | $274K | Sell |
5,616
-5,795
| -51% | -$283K | ﹤0.01% | 1076 |
|
|
2016
Q4 | $546K | Buy |
11,411
+474
| +4% | +$22.7K | 0.01% | 916 |
|
|
2016
Q3 | $558K | Sell |
10,937
-232
| -2% | -$11.8K | 0.01% | 929 |
|
|
2016
Q2 | $570K | Buy |
11,169
+144
| +1% | +$7.35K | 0.01% | 880 |
|
|
2016
Q1 | $571K | Sell |
11,025
-668
| -6% | -$34.6K | 0.01% | 842 |
|
|
2015
Q4 | $523K | Buy |
11,693
+2,631
| +29% | +$118K | 0.01% | 873 |
|
|
2015
Q3 | $359K | Sell |
9,062
-119
| -1% | -$4.71K | ﹤0.01% | 1007 |
|
|
2015
Q2 | $413K | Buy |
9,181
+3,121
| +52% | +$140K | ﹤0.01% | 983 |
|
|
2015
Q1 | $273K | Buy |
+6,060
| New | +$273K | ﹤0.01% | 1096 |
|