United Capital Financial Advisors’s Main Street Capital MAIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,865
| Closed | -$210K | – | 1287 |
|
|
2019
Q4 | $210K | Sell |
4,865
-3
| -0.1% | -$129 | ﹤0.01% | 1251 |
|
|
2019
Q3 | $210K | Sell |
4,868
-1,341
| -22% | -$57.8K | ﹤0.01% | 1165 |
|
|
2019
Q2 | $255K | Buy |
+6,209
| New | +$255K | ﹤0.01% | 1262 |
|
|
2018
Q4 | – | Sell |
-6,788
| Closed | -$261K | – | 1343 |
|
|
2018
Q3 | $261K | Buy |
+6,788
| New | +$261K | ﹤0.01% | 1161 |
|
|
2017
Q1 | – | Sell |
-5,563
| Closed | -$205K | – | 1264 |
|
|
2016
Q4 | $205K | Buy |
+5,563
| New | +$205K | ﹤0.01% | 1178 |
|
|
2015
Q4 | – | Sell |
-37,350
| Closed | -$996K | – | 1258 |
|
|
2015
Q3 | $996K | Buy |
+37,350
| New | +$996K | 0.01% | 687 |
|