United Capital Financial Advisors’s Select Medical SEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,055
| Closed | -$339K | – | 1089 |
|
|
2024
Q3 | $339K | Sell |
18,055
-21
| -0.1% | -$395 | ﹤0.01% | 833 |
|
|
2024
Q2 | $341K | Sell |
18,076
-170
| -0.9% | -$3.21K | ﹤0.01% | 798 |
|
|
2024
Q1 | $296K | Buy |
18,246
+388
| +2% | +$6.3K | ﹤0.01% | 874 |
|
|
2023
Q4 | $226K | Buy |
+17,858
| New | +$226K | ﹤0.01% | 959 |
|
|
2015
Q2 | – | Sell |
-31,281
| Closed | -$245K | – | 1304 |
|
|
2015
Q1 | $245K | Sell |
31,281
-6,162
| -16% | -$48.3K | ﹤0.01% | 1129 |
|
|
2014
Q4 | $291K | Buy |
37,443
+12,307
| +49% | +$95.6K | ﹤0.01% | 978 |
|
|
2014
Q3 | $163K | Buy |
+25,136
| New | +$163K | ﹤0.01% | 1060 |
|