United Capital Financial Advisors’s Cumberland Pharmaceuticals CPIX Stock Holding History

United Capital Financial Advisors’s Portfolio CPIX Stock Details CPIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-16,246	Closed	-$46K	–	1132
2022 Q1	$46K	Hold	16,246	–	–	﹤0.01%	1134
2021 Q4	$76K	Hold	16,246	–	–	﹤0.01%	1176
2021 Q3	$44K	Hold	16,246	–	–	﹤0.01%	1178
2021 Q2	$46K	Hold	16,246	–	–	﹤0.01%	1200
2021 Q1	$49K	Hold	16,246	–	–	﹤0.01%	1170
2020 Q4	$48K	Hold	16,246	–	–	﹤0.01%	1166
2020 Q3	$52K	Hold	16,246	–	–	﹤0.01%	1127
2020 Q2	$54K	Hold	16,246	–	–	﹤0.01%	1157
2020 Q1	$59K	Hold	16,246	–	–	﹤0.01%	1137
2019 Q4	$84K	Hold	16,246	–	–	﹤0.01%	1313
2019 Q3	$96K	Sell	16,246 -566	-3%	-$3.35K	﹤0.01%	1230
2019 Q2	$107K	Buy	16,812 +208	+1%	+$1.32K	﹤0.01%	1382
2019 Q1	$96K	Sell	16,604 -22	-0.1%	-$127	﹤0.01%	1289
2018 Q4	$105K	Hold	16,626	–	–	﹤0.01%	1241
2018 Q3	$95K	Hold	16,626	–	–	﹤0.01%	1300
2018 Q2	$102K	Hold	16,626	–	–	﹤0.01%	1273
2018 Q1	$111K	Hold	16,626	–	–	﹤0.01%	1271
2017 Q4	$123K	Sell	16,626 -20,000	-55%	-$148K	﹤0.01%	1271
2017 Q3	$259K	Hold	36,626	–	–	﹤0.01%	1160
2017 Q2	$259K	Hold	36,626	–	–	﹤0.01%	1120
2017 Q1	$254K	Hold	36,626	–	–	﹤0.01%	1105
2016 Q4	$201K	Sell	36,626 -26,679	-42%	-$146K	﹤0.01%	1187
2016 Q3	$317K	Sell	63,305 -9,521	-13%	-$47.7K	﹤0.01%	1060
2016 Q2	$364K	Buy	72,826 +380	+0.5%	+$1.9K	﹤0.01%	991
2016 Q1	$325K	Hold	72,446	–	–	﹤0.01%	988
2015 Q4	$381K	Hold	72,446	–	–	﹤0.01%	955
2015 Q3	$418K	Hold	72,446	–	–	0.01%	952
2015 Q2	$518K	Hold	72,446	–	–	0.01%	909
2015 Q1	$475K	Hold	72,446	–	–	0.01%	910
2014 Q4	$433K	Sell	72,446 -82,956	-53%	-$496K	0.01%	866
2014 Q3	$768K	Sell	155,402 -42,244	-21%	-$209K	0.01%	679
2014 Q2	$889K	Hold	197,646	–	–	0.02%	582
2014 Q1	$889K	Hold	197,646	–	–	0.02%	506
2013 Q4	$1.01M	Sell	197,646 -223,904	-53%	-$1.14M	0.03%	330
2013 Q3	$1.91M	Sell	421,550 -17,814	-4%	-$80.7K	0.06%	258
2013 Q2	$2.25M	Buy	+439,364	New	+$2.25M	0.06%	290