United Capital Financial Advisors’s CHAMBERS STR PPTYS COM CSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-27,228
| Closed | -$177K | – | 1334 |
|
|
2015
Q3 | $177K | Sell |
27,228
-4,400
| -14% | -$28.6K | ﹤0.01% | 1170 |
|
|
2015
Q2 | $251K | Sell |
31,628
-2,500
| -7% | -$19.8K | ﹤0.01% | 1125 |
|
|
2015
Q1 | $256K | Sell |
34,128
-1,600
| -4% | -$12K | ﹤0.01% | 1112 |
|
|
2014
Q4 | $288K | Sell |
35,728
-3,000
| -8% | -$24.2K | ﹤0.01% | 985 |
|
|
2014
Q3 | $292K | Hold |
38,728
| – | – | 0.01% | 937 |
|
|
2014
Q2 | $311K | Sell |
38,728
-8,700
| -18% | -$69.9K | 0.01% | 747 |
|
|
2014
Q1 | $369K | Buy |
+47,428
| New | +$369K | 0.01% | 721 |
|
|
2013
Q4 | – | Sell |
-90,352
| Closed | -$793K | – | 798 |
|
|
2013
Q3 | $793K | Buy |
90,352
+18,888
| +26% | +$166K | 0.03% | 370 |
|
|
2013
Q2 | $715K | Buy |
+71,464
| New | +$715K | 0.02% | 454 |
|