United Capital Financial Advisors’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,000
| Closed | -$292K | – | 1359 |
|
|
2019
Q2 | $292K | Hold |
10,000
| – | – | ﹤0.01% | 1207 |
|
|
2019
Q1 | $272K | Sell |
10,000
-3,100
| -24% | -$84.3K | ﹤0.01% | 1146 |
|
|
2018
Q4 | $337K | Sell |
13,100
-1,300
| -9% | -$33.4K | ﹤0.01% | 1031 |
|
|
2018
Q3 | $452K | Sell |
14,400
-600
| -4% | -$18.8K | ﹤0.01% | 991 |
|
|
2018
Q2 | $494K | Hold |
15,000
| – | – | ﹤0.01% | 948 |
|
|
2018
Q1 | $444K | Buy |
+15,000
| New | +$444K | ﹤0.01% | 985 |
|