United Capital Financial Advisors’s SPDR S&P International Consumer Staples Sector IPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-236,362
| Closed | -$10.9M | – | 1373 |
|
|
2017
Q2 | $10.9M | Buy |
236,362
+4,666
| +2% | +$214K | 0.1% | 252 |
|
|
2017
Q1 | $9.95M | Buy |
231,696
+2,692
| +1% | +$116K | 0.09% | 262 |
|
|
2016
Q4 | $9.06M | Sell |
229,004
-3,176
| -1% | -$126K | 0.09% | 277 |
|
|
2016
Q3 | $10.3M | Buy |
232,180
+1,402
| +0.6% | +$62.1K | 0.1% | 249 |
|
|
2016
Q2 | $10.2M | Sell |
230,778
-100
| -0% | -$4.4K | 0.1% | 231 |
|
|
2016
Q1 | $9.86M | Buy |
230,878
+3,483
| +2% | +$149K | 0.11% | 205 |
|
|
2015
Q4 | $9.43M | Buy |
227,395
+2,027
| +0.9% | +$84.1K | 0.11% | 208 |
|
|
2015
Q3 | $8.9M | Buy |
225,368
+837
| +0.4% | +$33K | 0.11% | 210 |
|
|
2015
Q2 | $9.08M | Sell |
224,531
-1,846
| -0.8% | -$74.7K | 0.11% | 233 |
|
|
2015
Q1 | $9.41M | Buy |
+226,377
| New | +$9.41M | 0.12% | 224 |
|