United Capital Financial Advisors’s CA, Inc. CA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,255
| Closed | -$232K | – | 1409 |
|
|
2018
Q3 | $232K | Sell |
5,255
-2,327
| -31% | -$103K | ﹤0.01% | 1206 |
|
|
2018
Q2 | $270K | Buy |
7,582
+412
| +6% | +$14.7K | ﹤0.01% | 1124 |
|
|
2018
Q1 | $243K | Sell |
7,170
-12,116
| -63% | -$411K | ﹤0.01% | 1173 |
|
|
2017
Q4 | $642K | Sell |
19,286
-511
| -3% | -$17K | 0.01% | 895 |
|
|
2017
Q3 | $661K | Buy |
19,797
+492
| +3% | +$16.4K | 0.01% | 889 |
|
|
2017
Q2 | $665K | Buy |
19,305
+1,705
| +10% | +$58.7K | 0.01% | 862 |
|
|
2017
Q1 | $558K | Buy |
17,600
+740
| +4% | +$23.5K | 0.01% | 890 |
|
|
2016
Q4 | $536K | Buy |
16,860
+1,508
| +10% | +$47.9K | 0.01% | 923 |
|
|
2016
Q3 | $508K | Buy |
15,352
+132
| +0.9% | +$4.37K | ﹤0.01% | 967 |
|
|
2016
Q2 | $502K | Buy |
15,220
+232
| +2% | +$7.65K | 0.01% | 914 |
|
|
2016
Q1 | $461K | Sell |
14,988
-93,948
| -86% | -$2.89M | 0.01% | 900 |
|
|
2015
Q4 | $3.11M | Buy |
108,936
+90,045
| +477% | +$2.57M | 0.04% | 446 |
|
|
2015
Q3 | $516K | Buy |
18,891
+104
| +0.6% | +$2.84K | 0.01% | 888 |
|
|
2015
Q2 | $550K | Buy |
18,787
+3,983
| +27% | +$117K | 0.01% | 880 |
|
|
2015
Q1 | $470K | Buy |
+14,804
| New | +$470K | 0.01% | 913 |
|
|
2014
Q2 | – | Sell |
-7,602
| Closed | -$236K | – | 991 |
|
|
2014
Q1 | $236K | Sell |
7,602
-1,464
| -16% | -$45.4K | 0.01% | 838 |
|
|
2013
Q4 | $305K | Buy |
9,066
+1,313
| +17% | +$44.2K | 0.01% | 533 |
|
|
2013
Q3 | $230K | Buy |
+7,753
| New | +$230K | 0.01% | 607 |
|