United Capital Financial Advisors’s Knowles KN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-48,310
| Closed | -$1.02M | – | 1280 |
|
|
2019
Q4 | $1.02M | Sell |
48,310
-3,771
| -7% | -$79.8K | 0.01% | 767 |
|
|
2019
Q3 | $1.06M | Buy |
+52,081
| New | +$1.06M | 0.01% | 726 |
|
|
2016
Q4 | – | Sell |
-10,805
| Closed | -$152K | – | 1289 |
|
|
2016
Q3 | $152K | Sell |
10,805
-1,864
| -15% | -$26.2K | ﹤0.01% | 1210 |
|
|
2016
Q2 | $177K | Sell |
12,669
-748
| -6% | -$10.5K | ﹤0.01% | 1184 |
|
|
2016
Q1 | $177K | Sell |
13,417
-1,106
| -8% | -$14.6K | ﹤0.01% | 1143 |
|
|
2015
Q4 | $194K | Sell |
14,523
-63,926
| -81% | -$854K | ﹤0.01% | 1137 |
|
|
2015
Q3 | $1.45M | Sell |
78,449
-2,786
| -3% | -$51.4K | 0.02% | 596 |
|
|
2015
Q2 | $1.47M | Buy |
81,235
+7,755
| +11% | +$140K | 0.02% | 650 |
|
|
2015
Q1 | $1.41M | Sell |
73,480
-1,205
| -2% | -$23.1K | 0.02% | 652 |
|
|
2014
Q4 | $1.76M | Sell |
74,685
-4,380
| -6% | -$103K | 0.03% | 506 |
|
|
2014
Q3 | $2.1M | Buy |
+79,065
| New | +$2.1M | 0.04% | 429 |
|