United Capital Financial Advisors’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,897
| Closed | -$207K | – | 1210 |
|
|
2021
Q4 | $207K | Sell |
4,897
-200
| -4% | -$8.45K | ﹤0.01% | 1143 |
|
|
2021
Q3 | $232K | Hold |
5,097
| – | – | ﹤0.01% | 1088 |
|
|
2021
Q2 | $249K | Buy |
5,097
+200
| +4% | +$9.77K | ﹤0.01% | 1073 |
|
|
2021
Q1 | $246K | Hold |
4,897
| – | – | ﹤0.01% | 1039 |
|
|
2020
Q4 | $251K | Hold |
4,897
| – | – | ﹤0.01% | 1054 |
|
|
2020
Q3 | $201K | Buy |
4,897
+47
| +1% | +$1.93K | ﹤0.01% | 1071 |
|
|
2020
Q2 | $203K | Buy |
+4,850
| New | +$203K | ﹤0.01% | 1097 |
|
|
2020
Q1 | – | Sell |
-4,950
| Closed | -$209K | – | 1326 |
|
|
2019
Q4 | $209K | Buy |
+4,950
| New | +$209K | ﹤0.01% | 1253 |
|
|
2018
Q1 | – | Sell |
-12,085
| Closed | -$396K | – | 1355 |
|
|
2017
Q4 | $396K | Buy |
+12,085
| New | +$396K | ﹤0.01% | 1030 |
|