United Capital Financial Advisors’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-15,267
| Closed | -$127K | – | 1202 |
|
|
2020
Q3 | $127K | Sell |
15,267
-6,000
| -28% | -$49.9K | ﹤0.01% | 1095 |
|
|
2020
Q2 | $174K | Sell |
21,267
-15,208
| -42% | -$124K | ﹤0.01% | 1105 |
|
|
2020
Q1 | $279K | Sell |
36,475
-35,715
| -49% | -$273K | ﹤0.01% | 983 |
|
|
2019
Q4 | $757K | Sell |
72,190
-54,508
| -43% | -$572K | ﹤0.01% | 869 |
|
|
2019
Q3 | $1.31M | Hold |
126,698
| – | – | 0.01% | 669 |
|
|
2019
Q2 | $1.36M | Sell |
126,698
-3,388
| -3% | -$36.3K | 0.01% | 713 |
|
|
2019
Q1 | $1.4M | Sell |
130,086
-25,894
| -17% | -$279K | 0.01% | 676 |
|
|
2018
Q4 | $1.44M | Sell |
155,980
-10,069
| -6% | -$92.6K | 0.01% | 631 |
|
|
2018
Q3 | $1.9M | Hold |
166,049
| – | – | 0.01% | 627 |
|
|
2018
Q2 | $1.92M | Buy |
166,049
+1,145
| +0.7% | +$13.3K | 0.01% | 603 |
|
|
2018
Q1 | $1.8M | Sell |
164,904
-3,999
| -2% | -$43.6K | 0.01% | 619 |
|
|
2017
Q4 | $1.93M | Buy |
168,903
+1,937
| +1% | +$22.1K | 0.02% | 596 |
|
|
2017
Q3 | $1.92M | Buy |
166,966
+13,814
| +9% | +$159K | 0.02% | 582 |
|
|
2017
Q2 | $1.66M | Buy |
153,152
+19,743
| +15% | +$213K | 0.01% | 627 |
|
|
2017
Q1 | $1.4M | Buy |
133,409
+74,352
| +126% | +$779K | 0.01% | 654 |
|
|
2016
Q4 | $581K | Buy |
59,057
+2,975
| +5% | +$29.3K | 0.01% | 896 |
|
|
2016
Q3 | $568K | Buy |
+56,082
| New | +$568K | 0.01% | 925 |
|