United Capital Financial Advisors’s Canopy Growth CGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-850
| Closed | -$206K | – | 1201 |
|
|
2021
Q2 | $206K | Buy |
850
+25
| +3% | +$6.06K | ﹤0.01% | 1149 |
|
|
2021
Q1 | $264K | Sell |
825
-518
| -39% | -$166K | ﹤0.01% | 1021 |
|
|
2020
Q4 | $331K | Sell |
1,343
-136
| -9% | -$33.5K | ﹤0.01% | 953 |
|
|
2020
Q3 | $212K | Sell |
1,479
-407
| -22% | -$58.3K | ﹤0.01% | 1055 |
|
|
2020
Q2 | $305K | Buy |
1,886
+328
| +21% | +$53K | ﹤0.01% | 990 |
|
|
2020
Q1 | $225K | Sell |
1,558
-550
| -26% | -$79.4K | ﹤0.01% | 1032 |
|
|
2019
Q4 | $444K | Sell |
2,108
-350
| -14% | -$73.7K | ﹤0.01% | 1021 |
|
|
2019
Q3 | $564K | Sell |
2,458
-1,120
| -31% | -$257K | ﹤0.01% | 913 |
|
|
2019
Q2 | $1.44M | Buy |
3,578
+739
| +26% | +$298K | 0.01% | 695 |
|
|
2019
Q1 | $1.23M | Buy |
2,839
+1,696
| +148% | +$735K | 0.01% | 718 |
|
|
2018
Q4 | $307K | Buy |
1,143
+421
| +58% | +$113K | ﹤0.01% | 1052 |
|
|
2018
Q3 | $351K | Buy |
+722
| New | +$351K | ﹤0.01% | 1052 |
|