United Capital Financial Advisors’s Franklin Street Properties FSP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-10,000
| Closed | -$111K | – | 1320 |
|
2017
Q2 | $111K | Hold |
10,000
| – | – | ﹤0.01% | 1240 |
|
2017
Q1 | $121K | Sell |
10,000
-475
| -5% | -$5.75K | ﹤0.01% | 1214 |
|
2016
Q4 | $136K | Hold |
10,475
| – | – | ﹤0.01% | 1218 |
|
2016
Q3 | $132K | Sell |
10,475
-8,500
| -45% | -$107K | ﹤0.01% | 1224 |
|
2016
Q2 | $228K | Hold |
18,975
| – | – | ﹤0.01% | 1137 |
|
2016
Q1 | $201K | Sell |
18,975
-1,500
| -7% | -$15.9K | ﹤0.01% | 1124 |
|
2015
Q4 | $212K | Hold |
20,475
| – | – | ﹤0.01% | 1116 |
|
2015
Q3 | $220K | Sell |
20,475
-3,500
| -15% | -$37.6K | ﹤0.01% | 1135 |
|
2015
Q2 | $271K | Sell |
23,975
-12
| -0.1% | -$136 | ﹤0.01% | 1100 |
|
2015
Q1 | $283K | Buy |
+23,987
| New | +$283K | ﹤0.01% | 1085 |
|