United Capital Financial Advisors’s ICU Medical ICUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,558
| Closed | -$290K | – | 1333 |
|
|
2017
Q3 | $290K | Sell |
1,558
-85
| -5% | -$15.8K | ﹤0.01% | 1124 |
|
|
2017
Q2 | $283K | Sell |
1,643
-3
| -0.2% | -$517 | ﹤0.01% | 1092 |
|
|
2017
Q1 | $251K | Sell |
1,646
-555
| -25% | -$84.6K | ﹤0.01% | 1109 |
|
|
2016
Q4 | $324K | Sell |
2,201
-59
| -3% | -$8.69K | ﹤0.01% | 1028 |
|
|
2016
Q3 | $286K | Sell |
2,260
-53
| -2% | -$6.71K | ﹤0.01% | 1091 |
|
|
2016
Q2 | $261K | Buy |
2,313
+147
| +7% | +$16.6K | ﹤0.01% | 1081 |
|
|
2016
Q1 | $225K | Buy |
2,166
+315
| +17% | +$32.7K | ﹤0.01% | 1089 |
|
|
2015
Q4 | $209K | Buy |
+1,851
| New | +$209K | ﹤0.01% | 1121 |
|