United Capital Financial Advisors’s Netsuite Inc N Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-46,069
| Closed | -$5.1M | – | 1354 |
|
|
2016
Q3 | $5.1M | Sell |
46,069
-6,502
| -12% | -$720K | 0.05% | 374 |
|
|
2016
Q2 | $3.84M | Buy |
52,571
+2,052
| +4% | +$150K | 0.04% | 417 |
|
|
2016
Q1 | $3.46M | Buy |
50,519
+5,987
| +13% | +$410K | 0.04% | 415 |
|
|
2015
Q4 | $3.77M | Sell |
44,532
-4,083
| -8% | -$345K | 0.04% | 400 |
|
|
2015
Q3 | $4.08M | Buy |
48,615
+1,830
| +4% | +$154K | 0.05% | 363 |
|
|
2015
Q2 | $4.29M | Sell |
46,785
-422
| -0.9% | -$38.7K | 0.05% | 374 |
|
|
2015
Q1 | $4.51M | Buy |
47,207
+4,259
| +10% | +$407K | 0.06% | 358 |
|
|
2014
Q4 | $4.69M | Buy |
42,948
+7,311
| +21% | +$798K | 0.07% | 264 |
|
|
2014
Q3 | $3.19M | Buy |
35,637
+2,141
| +6% | +$192K | 0.06% | 327 |
|
|
2014
Q2 | $2.91M | Buy |
33,496
+19,587
| +141% | +$1.7M | 0.05% | 333 |
|
|
2014
Q1 | $1.32M | Buy |
13,909
+559
| +4% | +$53K | 0.03% | 428 |
|
|
2013
Q4 | $1.38M | Sell |
13,350
-706
| -5% | -$72.7K | 0.05% | 292 |
|
|
2013
Q3 | $1.52M | Sell |
14,056
-1,042
| -7% | -$112K | 0.05% | 292 |
|
|
2013
Q2 | $1.39M | Buy |
+15,098
| New | +$1.39M | 0.04% | 359 |
|