United Capital Financial Advisors’s ROUNDYS INC COM STK RNDY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-13,900
| Closed | -$32K | – | 1333 |
|
2015
Q3 | $32K | Buy |
13,900
+2,000
| +17% | +$4.6K | ﹤0.01% | 1226 |
|
2015
Q2 | $39K | Hold |
11,900
| – | – | ﹤0.01% | 1240 |
|
2015
Q1 | $60K | Hold |
11,900
| – | – | ﹤0.01% | 1227 |
|
2014
Q4 | $58K | Buy |
11,900
+1,000
| +9% | +$4.87K | ﹤0.01% | 1146 |
|
2014
Q3 | $33K | Buy |
+10,900
| New | +$33K | ﹤0.01% | 1095 |
|