United Capital Financial Advisors’s Research Frontiers REFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-29,077
| Closed | -$30K | – | 1353 |
|
|
2017
Q4 | $30K | Hold |
29,077
| – | – | ﹤0.01% | 1292 |
|
|
2017
Q3 | $35K | Hold |
29,077
| – | – | ﹤0.01% | 1293 |
|
|
2017
Q2 | $38K | Hold |
29,077
| – | – | ﹤0.01% | 1264 |
|
|
2017
Q1 | $41K | Sell |
29,077
-4,400
| -13% | -$6.2K | ﹤0.01% | 1228 |
|
|
2016
Q4 | $61K | Hold |
33,477
| – | – | ﹤0.01% | 1236 |
|
|
2016
Q3 | $87K | Hold |
33,477
| – | – | ﹤0.01% | 1237 |
|
|
2016
Q2 | $134K | Hold |
33,477
| – | – | ﹤0.01% | 1202 |
|
|
2016
Q1 | $153K | Hold |
33,477
| – | – | ﹤0.01% | 1156 |
|
|
2015
Q4 | $174K | Hold |
33,477
| – | – | ﹤0.01% | 1143 |
|
|
2015
Q3 | $170K | Hold |
33,477
| – | – | ﹤0.01% | 1176 |
|
|
2015
Q2 | $179K | Buy |
33,477
+389
| +1% | +$2.08K | ﹤0.01% | 1194 |
|
|
2015
Q1 | $188K | Hold |
33,088
| – | – | ﹤0.01% | 1189 |
|
|
2014
Q4 | $169K | Hold |
33,088
| – | – | ﹤0.01% | 1111 |
|
|
2014
Q3 | $190K | Hold |
33,088
| – | – | ﹤0.01% | 1053 |
|
|
2014
Q2 | $201K | Hold |
33,088
| – | – | ﹤0.01% | 777 |
|
|
2014
Q1 | $172K | Hold |
33,088
| – | – | ﹤0.01% | 885 |
|
|
2013
Q4 | $191K | Hold |
33,088
| – | – | 0.01% | 606 |
|
|
2013
Q3 | $140K | Hold |
33,088
| – | – | ﹤0.01% | 656 |
|
|
2013
Q2 | $132K | Buy |
+33,088
| New | +$132K | ﹤0.01% | 673 |
|