United Capital Financial Advisors’s Ubiquiti UI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
+490
| New | +$202K | ﹤0.01% | 1045 |
|
|
2019
Q3 | – | Sell |
-15,506
| Closed | -$2.04M | – | 1462 |
|
|
2019
Q2 | $2.04M | Sell |
15,506
-25,817
| -62% | -$3.39M | 0.01% | 614 |
|
|
2019
Q1 | $6.19M | Buy |
+41,323
| New | +$6.19M | 0.04% | 369 |
|
|
2015
Q1 | – | Sell |
-46,079
| Closed | -$1.37M | – | 1278 |
|
|
2014
Q4 | $1.37M | Buy |
46,079
+8,419
| +22% | +$250K | 0.02% | 566 |
|
|
2014
Q3 | $1.41M | Buy |
37,660
+2,517
| +7% | +$94.4K | 0.02% | 517 |
|
|
2014
Q2 | $1.59M | Buy |
+35,143
| New | +$1.59M | 0.03% | 460 |
|