United Capital Financial Advisors’s Data I/O DAIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-258,172
| Closed | -$720K | – | 1057 |
|
|
2022
Q3 | $720K | Buy |
258,172
+48,229
| +23% | +$135K | ﹤0.01% | 680 |
|
|
2022
Q2 | $645K | Buy |
209,943
+38,579
| +23% | +$119K | ﹤0.01% | 731 |
|
|
2022
Q1 | $728K | Hold |
171,364
| – | – | ﹤0.01% | 745 |
|
|
2021
Q4 | $790K | Sell |
171,364
-18,468
| -10% | -$85.1K | ﹤0.01% | 738 |
|
|
2021
Q3 | $1.24M | Sell |
189,832
-26,968
| -12% | -$176K | 0.01% | 616 |
|
|
2021
Q2 | $1.48M | Sell |
216,800
-14,067
| -6% | -$95.8K | 0.01% | 600 |
|
|
2021
Q1 | $1.25M | Sell |
230,867
-5,000
| -2% | -$27.1K | 0.01% | 607 |
|
|
2020
Q4 | $972K | Hold |
235,867
| – | – | 0.01% | 681 |
|
|
2020
Q3 | $750K | Hold |
235,867
| – | – | ﹤0.01% | 730 |
|
|
2020
Q2 | $797K | Buy |
235,867
+34,673
| +17% | +$117K | 0.01% | 722 |
|
|
2020
Q1 | $1.03M | Buy |
201,194
+10,000
| +5% | +$51K | 0.01% | 620 |
|
|
2019
Q4 | $801K | Buy |
+191,194
| New | +$801K | 0.01% | 844 |
|