United Capital Financial Advisors’s Infrastructure and Energy Alternatives, Inc. Common Stock IEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,006
| Closed | -$80K | – | 1165 |
|
|
2022
Q2 | $80K | Buy |
10,006
+1
| +0% | +$8 | ﹤0.01% | 1096 |
|
|
2022
Q1 | $119K | Buy |
10,005
+5
| +0.1% | +$59 | ﹤0.01% | 1124 |
|
|
2021
Q4 | $92K | Hold |
10,000
| – | – | ﹤0.01% | 1174 |
|
|
2021
Q3 | $114K | Hold |
10,000
| – | – | ﹤0.01% | 1165 |
|
|
2021
Q2 | $129K | Hold |
10,000
| – | – | ﹤0.01% | 1185 |
|
|
2021
Q1 | $163K | Sell |
10,000
-10,000
| -50% | -$163K | ﹤0.01% | 1143 |
|
|
2020
Q4 | $331K | Sell |
20,000
-45,000
| -69% | -$745K | ﹤0.01% | 954 |
|
|
2020
Q3 | $387K | Hold |
65,000
| – | – | ﹤0.01% | 888 |
|
|
2020
Q2 | $260K | Buy |
65,000
+10,000
| +18% | +$40K | ﹤0.01% | 1024 |
|
|
2020
Q1 | $192K | Sell |
55,000
-117,027
| -68% | -$409K | ﹤0.01% | 1070 |
|
|
2019
Q4 | $554K | Sell |
172,027
-3,065
| -2% | -$9.87K | ﹤0.01% | 952 |
|
|
2019
Q3 | $818K | Buy |
175,092
+59,092
| +51% | +$276K | 0.01% | 800 |
|
|
2019
Q2 | $237K | Buy |
116,000
+70,000
| +152% | +$143K | ﹤0.01% | 1287 |
|
|
2019
Q1 | $241K | Buy |
+46,000
| New | +$241K | ﹤0.01% | 1190 |
|
|
2018
Q4 | – | Sell |
-23,400
| Closed | -$246K | – | 1385 |
|
|
2018
Q3 | $246K | Sell |
23,400
-6,600
| -22% | -$69.4K | ﹤0.01% | 1191 |
|
|
2018
Q2 | $279K | Buy |
+30,000
| New | +$279K | ﹤0.01% | 1109 |
|