United Capital Financial Advisors’s Star Group SGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-14,634
| Closed | -$157K | – | 1357 |
|
|
2017
Q4 | $157K | Buy |
14,634
+597
| +4% | +$6.41K | ﹤0.01% | 1258 |
|
|
2017
Q3 | $159K | Sell |
14,037
-517
| -4% | -$5.86K | ﹤0.01% | 1253 |
|
|
2017
Q2 | $158K | Sell |
14,554
-7,527
| -34% | -$81.7K | ﹤0.01% | 1231 |
|
|
2017
Q1 | $203K | Sell |
22,081
-31,144
| -59% | -$286K | ﹤0.01% | 1178 |
|
|
2016
Q4 | $573K | Sell |
53,225
-3,057
| -5% | -$32.9K | 0.01% | 904 |
|
|
2016
Q3 | $543K | Buy |
56,282
+28,358
| +102% | +$274K | 0.01% | 944 |
|
|
2016
Q2 | $251K | Buy |
+27,924
| New | +$251K | ﹤0.01% | 1097 |
|
|
2015
Q4 | – | Sell |
-57,592
| Closed | -$489K | – | 1282 |
|
|
2015
Q3 | $489K | Buy |
57,592
+974
| +2% | +$8.27K | 0.01% | 904 |
|
|
2015
Q2 | $500K | Buy |
56,618
+4,667
| +9% | +$41.2K | 0.01% | 923 |
|
|
2015
Q1 | $390K | Buy |
51,951
+28,625
| +123% | +$215K | ﹤0.01% | 996 |
|
|
2014
Q4 | $142K | Buy |
+23,326
| New | +$142K | ﹤0.01% | 1117 |
|