United Capital Financial Advisors’s Snap SNAP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-80,176
| Closed | -$1.05M | – | 1146 |
|
2022
Q2 | $1.05M | Sell |
80,176
-40,268
| -33% | -$529K | 0.01% | 631 |
|
2022
Q1 | $4.34M | Buy |
120,444
+7,411
| +7% | +$267K | 0.02% | 387 |
|
2021
Q4 | $5.32M | Buy |
113,033
+6,574
| +6% | +$309K | 0.02% | 366 |
|
2021
Q3 | $7.86M | Buy |
106,459
+1,764
| +2% | +$130K | 0.04% | 303 |
|
2021
Q2 | $7.13M | Buy |
104,695
+11,569
| +12% | +$788K | 0.04% | 319 |
|
2021
Q1 | $4.87M | Buy |
93,126
+66,396
| +248% | +$3.47M | 0.03% | 363 |
|
2020
Q4 | $1.34M | Sell |
26,730
-3,848
| -13% | -$193K | 0.01% | 596 |
|
2020
Q3 | $798K | Buy |
30,578
+2,757
| +10% | +$72K | 0.01% | 713 |
|
2020
Q2 | $654K | Buy |
+27,821
| New | +$654K | ﹤0.01% | 770 |
|
2020
Q1 | – | Sell |
-11,416
| Closed | -$186K | – | 1335 |
|
2019
Q4 | $186K | Sell |
11,416
-44
| -0.4% | -$717 | ﹤0.01% | 1274 |
|
2019
Q3 | $181K | Buy |
11,460
+991
| +9% | +$15.7K | ﹤0.01% | 1195 |
|
2019
Q2 | $150K | Hold |
10,469
| – | – | ﹤0.01% | 1367 |
|
2019
Q1 | $115K | Sell |
10,469
-346
| -3% | -$3.8K | ﹤0.01% | 1286 |
|
2018
Q4 | $60K | Buy |
+10,815
| New | +$60K | ﹤0.01% | 1254 |
|
2018
Q3 | – | Sell |
-10,218
| Closed | -$134K | – | 1369 |
|
2018
Q2 | $134K | Buy |
+10,218
| New | +$134K | ﹤0.01% | 1257 |
|
2018
Q1 | – | Sell |
-12,237
| Closed | -$182K | – | 1359 |
|
2017
Q4 | $182K | Sell |
12,237
-2,914
| -19% | -$43.3K | ﹤0.01% | 1250 |
|
2017
Q3 | $220K | Buy |
+15,151
| New | +$220K | ﹤0.01% | 1208 |
|