United Capital Financial Advisors’s SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-12,081
| Closed | -$1.14M | – | 1213 |
|
|
2020
Q3 | $1.14M | Buy |
12,081
+60
| +0.5% | +$5.68K | 0.01% | 621 |
|
|
2020
Q2 | $1.06M | Sell |
12,021
-277
| -2% | -$24.5K | 0.01% | 644 |
|
|
2020
Q1 | $939K | Sell |
12,298
-147
| -1% | -$11.2K | 0.01% | 647 |
|
|
2019
Q4 | $1.18M | Sell |
12,445
-175
| -1% | -$16.6K | 0.01% | 719 |
|
|
2019
Q3 | $1.12M | Sell |
12,620
-662
| -5% | -$58.8K | 0.01% | 710 |
|
|
2019
Q2 | $1.14M | Buy |
13,282
+2,234
| +20% | +$192K | 0.01% | 764 |
|
|
2019
Q1 | $919K | Sell |
11,048
-2,215
| -17% | -$184K | 0.01% | 791 |
|
|
2018
Q4 | $967K | Buy |
+13,263
| New | +$967K | 0.01% | 726 |
|