UCFA
SPA

United Capital Financial Advisors’s Sparton SPA Stock Holding History

United Capital Financial Advisors’s Portfolio SPA Stock Details SPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-20,000
Closed -$289K – 1394
2018
Q3 		$289K Buy
20,000
+10,000
+100% +$145K ﹤0.01% 1121
2018
Q2 		$190K Hold
10,000
– – ﹤0.01% 1234
2018
Q1 		$174K Buy
+10,000
New +$174K ﹤0.01% 1246