United Capital Financial Advisors’s Gorman-Rupp GRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,000
| Closed | -$204K | – | 1455 |
|
|
2019
Q1 | $204K | Buy |
+6,000
| New | +$204K | ﹤0.01% | 1245 |
|
|
2018
Q4 | – | Sell |
-6,000
| Closed | -$219K | – | 1324 |
|
|
2018
Q3 | $219K | Hold |
6,000
| – | – | ﹤0.01% | 1226 |
|
|
2018
Q2 | $210K | Buy |
+6,000
| New | +$210K | ﹤0.01% | 1212 |
|
|
2018
Q1 | – | Sell |
-7,500
| Closed | -$234K | – | 1325 |
|
|
2017
Q4 | $234K | Hold |
7,500
| – | – | ﹤0.01% | 1190 |
|
|
2017
Q3 | $244K | Buy |
+7,500
| New | +$244K | ﹤0.01% | 1185 |
|
|
2017
Q2 | – | Sell |
-7,500
| Closed | -$236K | – | 1289 |
|
|
2017
Q1 | $236K | Sell |
7,500
-1,875
| -20% | -$59K | ﹤0.01% | 1137 |
|
|
2016
Q4 | $290K | Hold |
9,375
| – | – | ﹤0.01% | 1063 |
|
|
2016
Q3 | $240K | Hold |
9,375
| – | – | ﹤0.01% | 1135 |
|
|
2016
Q2 | $253K | Hold |
9,375
| – | – | ﹤0.01% | 1092 |
|
|
2016
Q1 | $243K | Hold |
9,375
| – | – | ﹤0.01% | 1066 |
|
|
2015
Q4 | $251K | Hold |
9,375
| – | – | ﹤0.01% | 1070 |
|
|
2015
Q3 | $225K | Hold |
9,375
| – | – | ﹤0.01% | 1130 |
|
|
2015
Q2 | $263K | Hold |
9,375
| – | – | ﹤0.01% | 1111 |
|
|
2015
Q1 | $254K | Hold |
9,375
| – | – | ﹤0.01% | 1114 |
|
|
2014
Q4 | $301K | Hold |
9,375
| – | – | ﹤0.01% | 964 |
|
|
2014
Q3 | $282K | Buy |
+9,375
| New | +$282K | ﹤0.01% | 948 |
|
|
2014
Q2 | – | Sell |
-9,375
| Closed | -$298K | – | 856 |
|
|
2014
Q1 | $298K | Hold |
9,375
| – | – | 0.01% | 783 |
|
|
2013
Q4 | $313K | Buy |
+9,375
| New | +$313K | 0.01% | 524 |
|
|
2013
Q3 | – | Sell |
-9,375
| Closed | -$416K | – | 702 |
|
|
2013
Q2 | $416K | Buy |
+9,375
| New | +$416K | 0.01% | 536 |
|