United Capital Financial Advisors’s Clearfield CLFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-25,000
| Closed | -$296K | – | 1191 |
|
|
2020
Q1 | $296K | Hold |
25,000
| – | – | ﹤0.01% | 971 |
|
|
2019
Q4 | $349K | Hold |
25,000
| – | – | ﹤0.01% | 1078 |
|
|
2019
Q3 | $296K | Hold |
25,000
| – | – | ﹤0.01% | 1067 |
|
|
2019
Q2 | $331K | Hold |
25,000
| – | – | ﹤0.01% | 1156 |
|
|
2019
Q1 | $368K | Hold |
25,000
| – | – | ﹤0.01% | 1058 |
|
|
2018
Q4 | $248K | Hold |
25,000
| – | – | ﹤0.01% | 1127 |
|
|
2018
Q3 | $336K | Hold |
25,000
| – | – | ﹤0.01% | 1068 |
|
|
2018
Q2 | $276K | Hold |
25,000
| – | – | ﹤0.01% | 1114 |
|
|
2018
Q1 | $323K | Hold |
25,000
| – | – | ﹤0.01% | 1065 |
|
|
2017
Q4 | $306K | Buy |
+25,000
| New | +$306K | ﹤0.01% | 1106 |
|