United Capital Financial Advisors’s SRC Energy Inc SRCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-68,434
| Closed | -$645K | – | 1377 |
|
|
2018
Q1 | $645K | Sell |
68,434
-655
| -0.9% | -$6.17K | ﹤0.01% | 889 |
|
|
2017
Q4 | $589K | Sell |
69,089
-21,345
| -24% | -$182K | ﹤0.01% | 915 |
|
|
2017
Q3 | $874K | Hold |
90,434
| – | – | 0.01% | 810 |
|
|
2017
Q2 | $608K | Sell |
90,434
-1,692
| -2% | -$11.4K | 0.01% | 884 |
|
|
2017
Q1 | $778K | Buy |
92,126
+5,930
| +7% | +$50.1K | 0.01% | 811 |
|
|
2016
Q4 | $768K | Buy |
86,196
+531
| +0.6% | +$4.73K | 0.01% | 815 |
|
|
2016
Q3 | $594K | Buy |
85,665
+661
| +0.8% | +$4.58K | 0.01% | 911 |
|
|
2016
Q2 | $595K | Buy |
85,004
+606
| +0.7% | +$4.24K | 0.01% | 868 |
|
|
2016
Q1 | $683K | Buy |
+84,398
| New | +$683K | 0.01% | 794 |
|