United Capital Financial Advisors’s Pluri PLUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,072
| Closed | -$53K | – | 1420 |
|
|
2019
Q2 | $53K | Buy |
1,072
+294
| +38% | +$14.5K | ﹤0.01% | 1408 |
|
|
2019
Q1 | $60K | Buy |
778
+115
| +17% | +$8.87K | ﹤0.01% | 1305 |
|
|
2018
Q4 | $42K | Buy |
663
+350
| +112% | +$22.2K | ﹤0.01% | 1259 |
|
|
2018
Q3 | $33K | Hold |
313
| – | – | ﹤0.01% | 1315 |
|
|
2018
Q2 | $31K | Sell |
313
-51
| -14% | -$5.05K | ﹤0.01% | 1289 |
|
|
2018
Q1 | $40K | Buy |
364
+47
| +15% | +$5.17K | ﹤0.01% | 1288 |
|
|
2017
Q4 | $35K | Buy |
317
+103
| +48% | +$11.4K | ﹤0.01% | 1290 |
|
|
2017
Q3 | $26K | Hold |
214
| – | – | ﹤0.01% | 1295 |
|
|
2017
Q2 | $77K | Buy |
214
+71
| +50% | +$25.5K | ﹤0.01% | 1250 |
|
|
2017
Q1 | $14K | Buy |
143
+18
| +14% | +$1.76K | ﹤0.01% | 1233 |
|
|
2016
Q4 | $14K | Hold |
125
| – | – | ﹤0.01% | 1244 |
|
|
2016
Q3 | $16K | Hold |
125
| – | – | ﹤0.01% | 1250 |
|
|
2016
Q2 | $10K | Hold |
125
| – | – | ﹤0.01% | 1239 |
|
|
2016
Q1 | $16K | Hold |
125
| – | – | ﹤0.01% | 1206 |
|
|
2015
Q4 | $11K | Hold |
125
| – | – | ﹤0.01% | 1199 |
|
|
2015
Q3 | $18K | Hold |
125
| – | – | ﹤0.01% | 1232 |
|
|
2015
Q2 | $25K | Hold |
125
| – | – | ﹤0.01% | 1244 |
|
|
2015
Q1 | $27K | Buy |
+125
| New | +$27K | ﹤0.01% | 1230 |
|