United Capital Financial Advisors’s Savara SVRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-25,782
| Closed | -$40K | – | 1061 |
|
|
2022
Q4 | $40K | Hold |
25,782
| – | – | ﹤0.01% | 1024 |
|
|
2022
Q3 | $40K | Hold |
25,782
| – | – | ﹤0.01% | 1068 |
|
|
2022
Q2 | $39K | Hold |
25,782
| – | – | ﹤0.01% | 1103 |
|
|
2022
Q1 | $34K | Hold |
25,782
| – | – | ﹤0.01% | 1139 |
|
|
2021
Q4 | $32K | Hold |
25,782
| – | – | ﹤0.01% | 1183 |
|
|
2021
Q3 | $36K | Hold |
25,782
| – | – | ﹤0.01% | 1183 |
|
|
2021
Q2 | $44K | Hold |
25,782
| – | – | ﹤0.01% | 1201 |
|
|
2021
Q1 | $54K | Hold |
25,782
| – | – | ﹤0.01% | 1166 |
|
|
2020
Q4 | $30K | Hold |
25,782
| – | – | ﹤0.01% | 1172 |
|
|
2020
Q3 | $28K | Hold |
25,782
| – | – | ﹤0.01% | 1136 |
|
|
2020
Q2 | $64K | Hold |
25,782
| – | – | ﹤0.01% | 1153 |
|
|
2020
Q1 | $55K | Hold |
25,782
| – | – | ﹤0.01% | 1141 |
|
|
2019
Q4 | $116K | Buy |
+25,782
| New | +$116K | ﹤0.01% | 1304 |
|
|
2019
Q3 | – | Sell |
-25,782
| Closed | -$61K | – | 1448 |
|
|
2019
Q2 | $61K | Buy |
+25,782
| New | +$61K | ﹤0.01% | 1401 |
|