United Capital Financial Advisors’s Potash Corp Of Saskatchewan POT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-57,725
| Closed | -$1.19M | – | 1401 |
|
|
2017
Q4 | $1.19M | Buy |
57,725
+967
| +2% | +$20K | 0.01% | 740 |
|
|
2017
Q3 | $1.09M | Buy |
56,758
+2,279
| +4% | +$43.8K | 0.01% | 754 |
|
|
2017
Q2 | $1.15M | Sell |
54,479
-1,781
| -3% | -$37.7K | 0.01% | 729 |
|
|
2017
Q1 | $961K | Buy |
56,260
+2,790
| +5% | +$47.7K | 0.01% | 757 |
|
|
2016
Q4 | $967K | Buy |
53,470
+680
| +1% | +$12.3K | 0.01% | 761 |
|
|
2016
Q3 | $862K | Buy |
52,790
+10,137
| +24% | +$166K | 0.01% | 815 |
|
|
2016
Q2 | $682K | Sell |
42,653
-52,685
| -55% | -$842K | 0.01% | 840 |
|
|
2016
Q1 | $1.62M | Sell |
95,338
-20,238
| -18% | -$345K | 0.02% | 581 |
|
|
2015
Q4 | $1.98M | Sell |
115,576
-42,072
| -27% | -$720K | 0.02% | 550 |
|
|
2015
Q3 | $3.24M | Buy |
157,648
+13,937
| +10% | +$286K | 0.04% | 415 |
|
|
2015
Q2 | $4.45M | Sell |
143,711
-107,581
| -43% | -$3.33M | 0.05% | 363 |
|
|
2015
Q1 | $8.2M | Buy |
251,292
+147,113
| +141% | +$4.8M | 0.1% | 254 |
|
|
2014
Q4 | $3.68M | Buy |
104,179
+744
| +0.7% | +$26.3K | 0.06% | 317 |
|
|
2014
Q3 | $3.58M | Buy |
+103,435
| New | +$3.58M | 0.06% | 308 |
|