UCFA
SWCH

United Capital Financial Advisors’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

United Capital Financial Advisors’s Portfolio SWCH Stock Details SWCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-39,880
Closed -$1.34M – 1126
2022
Q3 		$1.34M Sell
39,880
-56
-0.1% -$1.89K 0.01% 551
2022
Q2 		$1.34M Buy
39,936
+25,946
+185% +$869K 0.01% 572
2022
Q1 		$431K Buy
+13,990
New +$431K ﹤0.01% 878