United Capital Financial Advisors’s Americold COLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-19,800
| Closed | -$674K | – | 1192 |
|
|
2020
Q1 | $674K | Sell |
19,800
-1,814
| -8% | -$61.7K | 0.01% | 718 |
|
|
2019
Q4 | $758K | Buy |
21,614
+1,065
| +5% | +$37.3K | ﹤0.01% | 867 |
|
|
2019
Q3 | $762K | Buy |
20,549
+2,006
| +11% | +$74.4K | 0.01% | 820 |
|
|
2019
Q2 | $601K | Buy |
18,543
+1,807
| +11% | +$58.6K | ﹤0.01% | 971 |
|
|
2019
Q1 | $511K | Buy |
16,736
+5,920
| +55% | +$181K | ﹤0.01% | 966 |
|
|
2018
Q4 | $272K | Buy |
+10,816
| New | +$272K | ﹤0.01% | 1098 |
|