United Capital Financial Advisors’s Fauquier Bankshares Inc FBSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $242K | Hold |
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|
2020
Q4 | $197K | Hold |
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|
2020
Q3 | $171K | Hold |
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|
2020
Q2 | $160K | Hold |
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|
2020
Q1 | $156K | Hold |
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|
2019
Q4 | $241K | Sell |
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|
2019
Q3 | $269K | Hold |
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|
2019
Q2 | $290K | Hold |
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|
2019
Q1 | $281K | Hold |
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|
2018
Q4 | $261K | Hold |
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|
2018
Q3 | $345K | Hold |
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|
2018
Q2 | $289K | Hold |
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|
2018
Q1 | $286K | Hold |
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|
2017
Q4 | $291K | Hold |
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|
2017
Q3 | $270K | Hold |
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|
2017
Q2 | $262K | Hold |
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|
2017
Q1 | $247K | Hold |
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|
2016
Q4 | $220K | Hold |
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|
2016
Q3 | $197K | Hold |
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|
2016
Q2 | $204K | Hold |
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|
2016
Q1 | $205K | Hold |
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|
2015
Q4 | $208K | Sell |
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|
2015
Q3 | $195K | Hold |
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|
2015
Q2 | $221K | Hold |
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|
2015
Q1 | $235K | Hold |
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|
2014
Q4 | $257K | Hold |
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|
2014
Q3 | $223K | Hold |
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|
2014
Q2 | $211K | Hold |
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|
2014
Q1 | $205K | Hold |
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|
2013
Q4 | $191K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $169K | Buy |
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