United Capital Financial Advisors’s PotlatchDeltic PCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-29,652
| Closed | -$1.31M | – | 1136 |
|
|
2022
Q2 | $1.31M | Buy |
29,652
+1,034
| +4% | +$45.7K | 0.01% | 581 |
|
|
2022
Q1 | $1.51M | Sell |
28,618
-339
| -1% | -$17.9K | 0.01% | 578 |
|
|
2021
Q4 | $1.74M | Sell |
28,957
-2,315
| -7% | -$139K | 0.01% | 560 |
|
|
2021
Q3 | $1.61M | Buy |
31,272
+914
| +3% | +$47.1K | 0.01% | 566 |
|
|
2021
Q2 | $1.61M | Buy |
30,358
+1,077
| +4% | +$57.3K | 0.01% | 583 |
|
|
2021
Q1 | $1.55M | Buy |
29,281
+650
| +2% | +$34.4K | 0.01% | 557 |
|
|
2020
Q4 | $1.43M | Buy |
28,631
+1,355
| +5% | +$67.8K | 0.01% | 580 |
|
|
2020
Q3 | $1.14M | Buy |
27,276
+2
| +0% | +$84 | 0.01% | 622 |
|
|
2020
Q2 | $1.04M | Sell |
27,274
-161
| -0.6% | -$6.12K | 0.01% | 650 |
|
|
2020
Q1 | $861K | Buy |
27,435
+837
| +3% | +$26.3K | 0.01% | 666 |
|
|
2019
Q4 | $1.15M | Sell |
26,598
-591
| -2% | -$25.6K | 0.01% | 720 |
|
|
2019
Q3 | $1.12M | Sell |
27,189
-920
| -3% | -$37.8K | 0.01% | 711 |
|
|
2019
Q2 | $1.1M | Buy |
28,109
+345
| +1% | +$13.5K | 0.01% | 778 |
|
|
2019
Q1 | $1.05M | Sell |
27,764
-95
| -0.3% | -$3.59K | 0.01% | 759 |
|
|
2018
Q4 | $881K | Sell |
27,859
-497
| -2% | -$15.7K | 0.01% | 748 |
|
|
2018
Q3 | $1.16M | Sell |
28,356
-735
| -3% | -$30.1K | 0.01% | 735 |
|
|
2018
Q2 | $1.48M | Buy |
29,091
+1,430
| +5% | +$72.7K | 0.01% | 661 |
|
|
2018
Q1 | $1.44M | Sell |
27,661
-523
| -2% | -$27.2K | 0.01% | 679 |
|
|
2017
Q4 | $1.41M | Buy |
28,184
+343
| +1% | +$17.1K | 0.01% | 702 |
|
|
2017
Q3 | $1.42M | Buy |
27,841
+1,748
| +7% | +$89.2K | 0.01% | 672 |
|
|
2017
Q2 | $1.19M | Buy |
26,093
+1,696
| +7% | +$77.5K | 0.01% | 717 |
|
|
2017
Q1 | $1.12M | Sell |
24,397
-2,748
| -10% | -$126K | 0.01% | 714 |
|
|
2016
Q4 | $1.13M | Sell |
27,145
-385
| -1% | -$16K | 0.01% | 721 |
|
|
2016
Q3 | $1.07M | Buy |
27,530
+793
| +3% | +$30.9K | 0.01% | 756 |
|
|
2016
Q2 | $909K | Buy |
26,737
+6,695
| +33% | +$228K | 0.01% | 767 |
|
|
2016
Q1 | $631K | Sell |
20,042
-161
| -0.8% | -$5.07K | 0.01% | 814 |
|
|
2015
Q4 | $611K | Sell |
20,203
-8,185
| -29% | -$248K | 0.01% | 838 |
|
|
2015
Q3 | $817K | Sell |
28,388
-200
| -0.7% | -$5.76K | 0.01% | 745 |
|
|
2015
Q2 | $1.01M | Buy |
28,588
+5,120
| +22% | +$181K | 0.01% | 724 |
|
|
2015
Q1 | $866K | Sell |
23,468
-502
| -2% | -$18.5K | 0.01% | 758 |
|
|
2014
Q4 | $1M | Buy |
23,970
+2,063
| +9% | +$86.4K | 0.02% | 649 |
|
|
2014
Q3 | $881K | Buy |
21,907
+3,218
| +17% | +$129K | 0.02% | 638 |
|
|
2014
Q2 | $774K | Buy |
18,689
+907
| +5% | +$37.6K | 0.01% | 607 |
|
|
2014
Q1 | $688K | Buy |
17,782
+2,229
| +14% | +$86.2K | 0.01% | 564 |
|
|
2013
Q4 | $649K | Buy |
+15,553
| New | +$649K | 0.02% | 399 |
|
|
2013
Q3 | – | Sell |
-13,034
| Closed | -$192K | – | 729 |
|
|
2013
Q2 | $192K | Buy |
+13,034
| New | +$192K | 0.01% | 657 |
|