United Capital Financial Advisors’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-22,852
| Closed | -$3.02M | – | 1150 |
|
|
2014
Q2 | $3.02M | Sell |
22,852
-14,813
| -39% | -$1.96M | 0.06% | 324 |
|
|
2014
Q1 | $5.09M | Buy |
37,665
+24,656
| +190% | +$3.33M | 0.11% | 209 |
|
|
2013
Q4 | $1.8M | Sell |
13,009
-29,705
| -70% | -$4.11M | 0.06% | 252 |
|
|
2013
Q3 | $5.15M | Sell |
42,714
-22,906
| -35% | -$2.76M | 0.16% | 141 |
|
|
2013
Q2 | $6.65M | Buy |
+65,620
| New | +$6.65M | 0.18% | 147 |
|