United Capital Financial Advisors’s Etsy ETSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-3,569
| Closed | -$289K | – | 1088 |
|
2023
Q4 | $289K | Buy |
+3,569
| New | +$289K | ﹤0.01% | 882 |
|
2022
Q4 | – | Sell |
-2,072
| Closed | -$207K | – | 1062 |
|
2022
Q3 | $207K | Buy |
+2,072
| New | +$207K | ﹤0.01% | 1015 |
|
2022
Q2 | – | Sell |
-2,113
| Closed | -$263K | – | 1138 |
|
2022
Q1 | $263K | Sell |
2,113
-39
| -2% | -$4.85K | ﹤0.01% | 1024 |
|
2021
Q4 | $471K | Buy |
2,152
+201
| +10% | +$44K | ﹤0.01% | 876 |
|
2021
Q3 | $406K | Buy |
1,951
+53
| +3% | +$11K | ﹤0.01% | 916 |
|
2021
Q2 | $391K | Buy |
1,898
+28
| +1% | +$5.77K | ﹤0.01% | 939 |
|
2021
Q1 | $377K | Sell |
1,870
-173
| -8% | -$34.9K | ﹤0.01% | 928 |
|
2020
Q4 | $363K | Sell |
2,043
-56
| -3% | -$9.95K | ﹤0.01% | 936 |
|
2020
Q3 | $255K | Buy |
+2,099
| New | +$255K | ﹤0.01% | 997 |
|