United Capital Financial Advisors’s VOYA NATURAL RESOURCES EQUITY INCOME FUND IRR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $376K | Sell |
|
|||||
|
2019
Q3 | $438K | Sell |
|
|||||
|
2019
Q2 | $600K | Sell |
|
|||||
|
2019
Q1 | $645K | Sell |
|
|||||
|
2018
Q4 | $598K | Sell |
|
|||||
|
2018
Q3 | $1.02M | Hold |
|
|||||
|
2018
Q2 | $1.01M | Buy |
|
|||||
|
2018
Q1 | $852K | Buy |
|
|||||
|
2017
Q4 | $600K | Buy |
|
|||||
|
2017
Q3 | $595K | Buy |
|
|||||
|
2017
Q2 | $496K | Sell |
|
|||||
|
2017
Q1 | $1.3M | Sell |
|
|||||
|
2016
Q4 | $1.37M | Buy |
|
|||||
|
2016
Q3 | $1.4M | Buy |
|
|||||
|
2016
Q2 | $724K | Buy |
|
|||||
|
2016
Q1 | $157K | Buy |
|