United Capital Financial Advisors’s Coresite Realty Corporation COR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-5,116
| Closed | -$623K | – | 1427 |
|
2019
Q3 | $623K | Sell |
5,116
-503
| -9% | -$61.3K | ﹤0.01% | 881 |
|
2019
Q2 | $647K | Buy |
5,619
+482
| +9% | +$55.5K | ﹤0.01% | 946 |
|
2019
Q1 | $550K | Buy |
5,137
+2,021
| +65% | +$216K | ﹤0.01% | 945 |
|
2018
Q4 | $271K | Sell |
3,116
-300
| -9% | -$26.1K | ﹤0.01% | 1101 |
|
2018
Q3 | $380K | Buy |
3,416
+120
| +4% | +$13.3K | ﹤0.01% | 1029 |
|
2018
Q2 | $365K | Sell |
3,296
-1,109
| -25% | -$123K | ﹤0.01% | 1025 |
|
2018
Q1 | $442K | Buy |
+4,405
| New | +$442K | ﹤0.01% | 986 |
|
2015
Q1 | – | Sell |
-59,009
| Closed | -$2.3M | – | 1288 |
|
2014
Q4 | $2.3M | Buy |
59,009
+175
| +0.3% | +$6.83K | 0.03% | 437 |
|
2014
Q3 | $1.93M | Buy |
58,834
+11,201
| +24% | +$368K | 0.03% | 443 |
|
2014
Q2 | $1.58M | Buy |
47,633
+37,088
| +352% | +$1.23M | 0.03% | 463 |
|
2014
Q1 | $327K | Buy |
+10,545
| New | +$327K | 0.01% | 761 |
|