United Capital Financial Advisors’s Taseko Mines TGB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-100,000
| Closed | -$166K | – | 969 |
|
|
2023
Q1 | $166K | Hold |
100,000
| – | – | ﹤0.01% | 932 |
|
|
2022
Q4 | $147K | Hold |
100,000
| – | – | ﹤0.01% | 1001 |
|
|
2022
Q3 | $114K | Hold |
100,000
| – | – | ﹤0.01% | 1051 |
|
|
2022
Q2 | $108K | Hold |
100,000
| – | – | ﹤0.01% | 1086 |
|
|
2022
Q1 | $229K | Hold |
100,000
| – | – | ﹤0.01% | 1073 |
|
|
2021
Q4 | $205K | Sell |
100,000
-1,000
| -1% | -$2.05K | ﹤0.01% | 1149 |
|
|
2021
Q3 | $191K | Buy |
101,000
+1,000
| +1% | +$1.89K | ﹤0.01% | 1143 |
|
|
2021
Q2 | $212K | Hold |
100,000
| – | – | ﹤0.01% | 1140 |
|
|
2021
Q1 | $172K | Sell |
100,000
-80
| -0.1% | -$138 | ﹤0.01% | 1140 |
|
|
2020
Q4 | $132K | Buy |
100,080
+80
| +0.1% | +$106 | ﹤0.01% | 1145 |
|
|
2020
Q3 | $106K | Hold |
100,000
| – | – | ﹤0.01% | 1108 |
|
|
2020
Q2 | $50K | Hold |
100,000
| – | – | ﹤0.01% | 1158 |
|
|
2020
Q1 | $27K | Sell |
100,000
-1,000
| -1% | -$270 | ﹤0.01% | 1155 |
|
|
2019
Q4 | $48K | Hold |
101,000
| – | – | ﹤0.01% | 1322 |
|
|
2019
Q3 | $41K | Sell |
101,000
-1,000
| -1% | -$406 | ﹤0.01% | 1255 |
|
|
2019
Q2 | $54K | Buy |
+102,000
| New | +$54K | ﹤0.01% | 1406 |
|