United Capital Financial Advisors’s Party City Holdco Inc. PRTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-13,689
| Closed | -$84K | – | 1242 |
|
|
2020
Q4 | $84K | Sell |
13,689
-3,000
| -18% | -$18.4K | ﹤0.01% | 1152 |
|
|
2020
Q3 | $43K | Buy |
+16,689
| New | +$43K | ﹤0.01% | 1130 |
|
|
2019
Q2 | – | Sell |
-78,541
| Closed | -$624K | – | 1474 |
|
|
2019
Q1 | $624K | Buy |
78,541
+20,592
| +36% | +$164K | ﹤0.01% | 912 |
|
|
2018
Q4 | $578K | Buy |
57,949
+4,728
| +9% | +$47.2K | ﹤0.01% | 875 |
|
|
2018
Q3 | $721K | Buy |
53,221
+11,428
| +27% | +$155K | 0.01% | 862 |
|
|
2018
Q2 | $637K | Buy |
+41,793
| New | +$637K | ﹤0.01% | 878 |
|