United Capital Financial Advisors’s Castle Biosciences CSTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-18,054
| Closed | -$471K | – | 1054 |
|
|
2022
Q3 | $471K | Buy |
18,054
+332
| +2% | +$8.66K | ﹤0.01% | 774 |
|
|
2022
Q2 | $389K | Buy |
17,722
+56
| +0.3% | +$1.23K | ﹤0.01% | 862 |
|
|
2022
Q1 | $792K | Buy |
17,666
+29
| +0.2% | +$1.3K | ﹤0.01% | 716 |
|
|
2021
Q4 | $756K | Buy |
17,637
+197
| +1% | +$8.44K | ﹤0.01% | 752 |
|
|
2021
Q3 | $1.16M | Hold |
17,440
| – | – | 0.01% | 634 |
|
|
2021
Q2 | $1.28M | Hold |
17,440
| – | – | 0.01% | 633 |
|
|
2021
Q1 | $1.19M | Sell |
17,440
-11,640
| -40% | -$797K | 0.01% | 619 |
|
|
2020
Q4 | $1.95M | Sell |
29,080
-200
| -0.7% | -$13.4K | 0.01% | 510 |
|
|
2020
Q3 | $1.51M | Hold |
29,280
| – | – | 0.01% | 565 |
|
|
2020
Q2 | $1.1M | Sell |
29,280
-14,040
| -32% | -$529K | 0.01% | 633 |
|
|
2020
Q1 | $1.29M | Buy |
+43,320
| New | +$1.29M | 0.01% | 570 |
|