United Capital Financial Advisors’s Centerspace CSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,194
| Closed | -$73K | – | 1316 |
|
|
2017
Q3 | $73K | Buy |
1,194
+160
| +15% | +$9.78K | ﹤0.01% | 1281 |
|
|
2017
Q2 | $64K | Hold |
1,034
| – | – | ﹤0.01% | 1255 |
|
|
2017
Q1 | $61K | Hold |
1,034
| – | – | ﹤0.01% | 1224 |
|
|
2016
Q4 | $74K | Hold |
1,034
| – | – | ﹤0.01% | 1234 |
|
|
2016
Q3 | $62K | Hold |
1,034
| – | – | ﹤0.01% | 1241 |
|
|
2016
Q2 | $62K | Hold |
1,034
| – | – | ﹤0.01% | 1228 |
|
|
2016
Q1 | $75K | Buy |
+1,034
| New | +$75K | ﹤0.01% | 1187 |
|
|
2015
Q4 | – | Sell |
-1,379
| Closed | -$107K | – | 1222 |
|
|
2015
Q3 | $107K | Hold |
1,379
| – | – | ﹤0.01% | 1205 |
|
|
2015
Q2 | $98K | Sell |
1,379
-268
| -16% | -$19K | ﹤0.01% | 1230 |
|
|
2015
Q1 | $118K | Buy |
1,647
+29
| +2% | +$2.08K | ﹤0.01% | 1215 |
|
|
2014
Q4 | $132K | Buy |
+1,618
| New | +$132K | ﹤0.01% | 1124 |
|