United Capital Financial Advisors’s VanEck Long/Flat Trend ETF LFEQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-9,641
| Closed | -$280K | – | 1193 |
|
|
2020
Q2 | $280K | Sell |
9,641
-18,872
| -66% | -$548K | ﹤0.01% | 1009 |
|
|
2020
Q1 | $687K | Sell |
28,513
-70,936
| -71% | -$1.71M | 0.01% | 713 |
|
|
2019
Q4 | $2.99M | Sell |
99,449
-25,544
| -20% | -$768K | 0.02% | 519 |
|
|
2019
Q3 | $3.5M | Sell |
124,993
-15,703
| -11% | -$440K | 0.02% | 485 |
|
|
2019
Q2 | $3.88M | Sell |
140,696
-2,528
| -2% | -$69.7K | 0.03% | 466 |
|
|
2019
Q1 | $3.8M | Buy |
143,224
+5,891
| +4% | +$156K | 0.03% | 458 |
|
|
2018
Q4 | $3.38M | Buy |
137,333
+30,475
| +29% | +$749K | 0.03% | 450 |
|
|
2018
Q3 | $3.02M | Buy |
106,858
+16,522
| +18% | +$466K | 0.02% | 527 |
|
|
2018
Q2 | $2.4M | Buy |
90,336
+71,311
| +375% | +$1.9M | 0.02% | 553 |
|
|
2018
Q1 | $493K | Buy |
+19,025
| New | +$493K | ﹤0.01% | 965 |
|