United Capital Financial Advisors’s Staples Inc SPLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-39,492
| Closed | -$398K | – | 1372 |
|
|
2017
Q2 | $398K | Buy |
39,492
+161
| +0.4% | +$1.62K | ﹤0.01% | 989 |
|
|
2017
Q1 | $345K | Buy |
39,331
+2,413
| +7% | +$21.2K | ﹤0.01% | 1007 |
|
|
2016
Q4 | $334K | Sell |
36,918
-2,286
| -6% | -$20.7K | ﹤0.01% | 1019 |
|
|
2016
Q3 | $335K | Buy |
39,204
+7,753
| +25% | +$66.3K | ﹤0.01% | 1044 |
|
|
2016
Q2 | $283K | Buy |
31,451
+2,075
| +7% | +$18.7K | ﹤0.01% | 1054 |
|
|
2016
Q1 | $324K | Buy |
29,376
+4,099
| +16% | +$45.2K | ﹤0.01% | 990 |
|
|
2015
Q4 | $239K | Sell |
25,277
-1,379
| -5% | -$13K | ﹤0.01% | 1082 |
|
|
2015
Q3 | $313K | Sell |
26,656
-922
| -3% | -$10.8K | ﹤0.01% | 1046 |
|
|
2015
Q2 | $422K | Sell |
27,578
-48
| -0.2% | -$734 | ﹤0.01% | 970 |
|
|
2015
Q1 | $451K | Buy |
27,626
+11,420
| +70% | +$186K | 0.01% | 932 |
|
|
2014
Q4 | $294K | Sell |
16,206
-58,549
| -78% | -$1.06M | ﹤0.01% | 972 |
|
|
2014
Q3 | $905K | Buy |
74,755
+12,703
| +20% | +$154K | 0.02% | 629 |
|
|
2014
Q2 | $673K | Buy |
+62,052
| New | +$673K | 0.01% | 637 |
|