United Capital Financial Advisors’s OrthoPediatrics KIDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-59,941
| Closed | -$2.59M | – | 1122 |
|
|
2022
Q2 | $2.59M | Sell |
59,941
-5
| -0% | -$216 | 0.01% | 446 |
|
|
2022
Q1 | $3.24M | Buy |
59,946
+4,147
| +7% | +$224K | 0.02% | 434 |
|
|
2021
Q4 | $3.34M | Sell |
55,799
-175
| -0.3% | -$10.5K | 0.02% | 446 |
|
|
2021
Q3 | $3.67M | Sell |
55,974
-16,358
| -23% | -$1.07M | 0.02% | 418 |
|
|
2021
Q2 | $4.57M | Buy |
72,332
+3,452
| +5% | +$218K | 0.02% | 386 |
|
|
2021
Q1 | $3.36M | Sell |
68,880
-10,000
| -13% | -$488K | 0.02% | 416 |
|
|
2020
Q4 | $3.25M | Hold |
78,880
| – | – | 0.02% | 415 |
|
|
2020
Q3 | $3.66M | Buy |
78,880
+8,306
| +12% | +$385K | 0.02% | 389 |
|
|
2020
Q2 | $3.09M | Hold |
70,574
| – | – | 0.02% | 433 |
|
|
2020
Q1 | $2.8M | Buy |
+70,574
| New | +$2.8M | 0.02% | 433 |
|