United Capital Financial Advisors’s Ring Energy REI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-17,231
| Closed | -$224K | – | 1278 |
|
|
2016
Q4 | $224K | Hold |
17,231
| – | – | ﹤0.01% | 1138 |
|
|
2016
Q3 | $189K | Hold |
17,231
| – | – | ﹤0.01% | 1195 |
|
|
2016
Q2 | $155K | Buy |
17,231
+853
| +5% | +$7.67K | ﹤0.01% | 1194 |
|
|
2016
Q1 | $83K | Buy |
16,378
+2,000
| +14% | +$10.1K | ﹤0.01% | 1185 |
|
|
2015
Q4 | $101K | Hold |
14,378
| – | – | ﹤0.01% | 1174 |
|
|
2015
Q3 | $142K | Buy |
14,378
+900
| +7% | +$8.89K | ﹤0.01% | 1189 |
|
|
2015
Q2 | $151K | Buy |
+13,478
| New | +$151K | ﹤0.01% | 1208 |
|