United Capital Financial Advisors’s Dun & Bradstreet DNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-6,068
| Closed | -$637K | – | 1318 |
|
|
2015
Q3 | $637K | Buy |
6,068
+2,203
| +57% | +$231K | 0.01% | 827 |
|
|
2015
Q2 | $472K | Buy |
3,865
+84
| +2% | +$10.3K | 0.01% | 940 |
|
|
2015
Q1 | $483K | Buy |
3,781
+60
| +2% | +$7.67K | 0.01% | 903 |
|
|
2014
Q4 | $450K | Buy |
3,721
+350
| +10% | +$42.3K | 0.01% | 851 |
|
|
2014
Q3 | $396K | Buy |
+3,371
| New | +$396K | 0.01% | 857 |
|
|
2014
Q2 | – | Sell |
-2,800
| Closed | -$278K | – | 969 |
|
|
2014
Q1 | $278K | Buy |
+2,800
| New | +$278K | 0.01% | 798 |
|