United Capital Financial Advisors’s TripAdvisor TRIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,630
| Closed | -$304K | – | 1381 |
|
|
2018
Q4 | $304K | Buy |
5,630
+73
| +1% | +$3.94K | ﹤0.01% | 1056 |
|
|
2018
Q3 | $284K | Buy |
5,557
+949
| +21% | +$48.5K | ﹤0.01% | 1128 |
|
|
2018
Q2 | $257K | Buy |
+4,608
| New | +$257K | ﹤0.01% | 1148 |
|
|
2017
Q4 | – | Sell |
-8,756
| Closed | -$355K | – | 1357 |
|
|
2017
Q3 | $355K | Sell |
8,756
-105
| -1% | -$4.26K | ﹤0.01% | 1060 |
|
|
2017
Q2 | $338K | Sell |
8,861
-715
| -7% | -$27.3K | ﹤0.01% | 1039 |
|
|
2017
Q1 | $413K | Buy |
9,576
+65
| +0.7% | +$2.8K | ﹤0.01% | 960 |
|
|
2016
Q4 | $441K | Sell |
9,511
-2,726
| -22% | -$126K | ﹤0.01% | 959 |
|
|
2016
Q3 | $773K | Sell |
12,237
-2,260
| -16% | -$143K | 0.01% | 845 |
|
|
2016
Q2 | $928K | Buy |
14,497
+2,404
| +20% | +$154K | 0.01% | 757 |
|
|
2016
Q1 | $804K | Sell |
12,093
-845
| -7% | -$56.2K | 0.01% | 758 |
|
|
2015
Q4 | $1.1M | Sell |
12,938
-1,412
| -10% | -$120K | 0.01% | 668 |
|
|
2015
Q3 | $904K | Sell |
14,350
-2,997
| -17% | -$189K | 0.01% | 719 |
|
|
2015
Q2 | $1.51M | Sell |
17,347
-2,096
| -11% | -$183K | 0.02% | 642 |
|
|
2015
Q1 | $1.57M | Buy |
+19,443
| New | +$1.57M | 0.02% | 620 |
|