United Capital Financial Advisors’s City Holding Co CHCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,000
| Closed | -$278K | – | 1182 |
|
|
2020
Q4 | $278K | Sell |
4,000
-2,500
| -38% | -$174K | ﹤0.01% | 1018 |
|
|
2020
Q3 | $374K | Hold |
6,500
| – | – | ﹤0.01% | 896 |
|
|
2020
Q2 | $424K | Hold |
6,500
| – | – | ﹤0.01% | 917 |
|
|
2020
Q1 | $432K | Hold |
6,500
| – | – | ﹤0.01% | 862 |
|
|
2019
Q4 | $533K | Hold |
6,500
| – | – | ﹤0.01% | 965 |
|
|
2019
Q3 | $496K | Sell |
6,500
-600
| -8% | -$45.8K | ﹤0.01% | 950 |
|
|
2019
Q2 | $541K | Hold |
7,100
| – | – | ﹤0.01% | 1016 |
|
|
2019
Q1 | $541K | Hold |
7,100
| – | – | ﹤0.01% | 951 |
|
|
2018
Q4 | $480K | Buy |
+7,100
| New | +$480K | ﹤0.01% | 933 |
|