United Capital Financial Advisors’s OrthoPediatrics KIDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2.59M | Sell |
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|
2022
Q1 | $3.24M | Buy |
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|
2021
Q4 | $3.34M | Sell |
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|
2021
Q3 | $3.67M | Sell |
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|
2021
Q2 | $4.57M | Buy |
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|
2021
Q1 | $3.36M | Sell |
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|
2020
Q4 | $3.25M | Hold |
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|
2020
Q3 | $3.65M | Buy |
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|
2020
Q2 | $3.09M | Hold |
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|
2020
Q1 | $2.8M | Buy |
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