United Capital Financial Advisors’s Camden Property Trust CPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,637
| Closed | -$202K | – | 1061 |
|
|
2024
Q3 | $202K | Buy |
+1,637
| New | +$202K | ﹤0.01% | 1007 |
|
|
2023
Q4 | – | Sell |
-3,147
| Closed | -$298K | – | 1064 |
|
|
2023
Q3 | $298K | Sell |
3,147
-1,946
| -38% | -$184K | ﹤0.01% | 726 |
|
|
2023
Q2 | $554K | Sell |
5,093
-1,494
| -23% | -$163K | ﹤0.01% | 668 |
|
|
2023
Q1 | $691K | Sell |
6,587
-624
| -9% | -$65.4K | ﹤0.01% | 659 |
|
|
2022
Q4 | $807K | Sell |
7,211
-1,564
| -18% | -$175K | ﹤0.01% | 664 |
|
|
2022
Q3 | $1.05M | Sell |
8,775
-303
| -3% | -$36.2K | 0.01% | 602 |
|
|
2022
Q2 | $1.22M | Sell |
9,078
-146
| -2% | -$19.6K | 0.01% | 597 |
|
|
2022
Q1 | $1.53M | Sell |
9,224
-162
| -2% | -$26.9K | 0.01% | 574 |
|
|
2021
Q4 | $1.68M | Buy |
9,386
+400
| +4% | +$71.5K | 0.01% | 569 |
|
|
2021
Q3 | $1.33M | Sell |
8,986
-480
| -5% | -$70.8K | 0.01% | 604 |
|
|
2021
Q2 | $1.26M | Buy |
9,466
+807
| +9% | +$107K | 0.01% | 638 |
|
|
2021
Q1 | $952K | Buy |
8,659
+525
| +6% | +$57.7K | 0.01% | 685 |
|
|
2020
Q4 | $813K | Sell |
8,134
-3,099
| -28% | -$310K | ﹤0.01% | 728 |
|
|
2020
Q3 | $1M | Sell |
11,233
-1,140
| -9% | -$101K | 0.01% | 660 |
|
|
2020
Q2 | $1.13M | Buy |
12,373
+190
| +2% | +$17.3K | 0.01% | 624 |
|
|
2020
Q1 | $965K | Buy |
12,183
+482
| +4% | +$38.2K | 0.01% | 638 |
|
|
2019
Q4 | $1.24M | Buy |
11,701
+954
| +9% | +$101K | 0.01% | 703 |
|
|
2019
Q3 | $1.19M | Sell |
10,747
-12,577
| -54% | -$1.4M | 0.01% | 695 |
|
|
2019
Q2 | $2.44M | Buy |
23,324
+90
| +0.4% | +$9.4K | 0.02% | 557 |
|
|
2019
Q1 | $2.36M | Buy |
23,234
+15,958
| +219% | +$1.62M | 0.02% | 554 |
|
|
2018
Q4 | $635K | Buy |
7,276
+1,703
| +31% | +$149K | 0.01% | 835 |
|
|
2018
Q3 | $521K | Buy |
5,573
+1,000
| +22% | +$93.5K | ﹤0.01% | 960 |
|
|
2018
Q2 | $417K | Buy |
+4,573
| New | +$417K | ﹤0.01% | 978 |
|
|
2017
Q1 | – | Sell |
-2,697
| Closed | -$227K | – | 1245 |
|
|
2016
Q4 | $227K | Buy |
+2,697
| New | +$227K | ﹤0.01% | 1131 |
|
|
2016
Q3 | – | Sell |
-2,367
| Closed | -$208K | – | 1267 |
|
|
2016
Q2 | $208K | Buy |
+2,367
| New | +$208K | ﹤0.01% | 1159 |
|
|
2016
Q1 | – | Sell |
-4,098
| Closed | -$315K | – | 1223 |
|
|
2015
Q4 | $315K | Buy |
+4,098
| New | +$315K | ﹤0.01% | 1003 |
|
|
2015
Q2 | – | Sell |
-5,381
| Closed | -$404K | – | 1262 |
|
|
2015
Q1 | $404K | Buy |
5,381
+1,074
| +25% | +$80.6K | ﹤0.01% | 986 |
|
|
2014
Q4 | $318K | Buy |
4,307
+768
| +22% | +$56.7K | ﹤0.01% | 946 |
|
|
2014
Q3 | $243K | Buy |
+3,539
| New | +$243K | ﹤0.01% | 980 |
|