United Capital Financial Advisors’s USMD HLDGS INC COM STK (DE) USMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-20,969
| Closed | -$475K | – | 1356 |
|
|
2016
Q3 | $475K | Hold |
20,969
| – | – | ﹤0.01% | 982 |
|
|
2016
Q2 | $398K | Hold |
20,969
| – | – | ﹤0.01% | 969 |
|
|
2016
Q1 | $225K | Hold |
20,969
| – | – | ﹤0.01% | 1091 |
|
|
2015
Q4 | $157K | Hold |
20,969
| – | – | ﹤0.01% | 1150 |
|
|
2015
Q3 | $151K | Hold |
20,969
| – | – | ﹤0.01% | 1186 |
|
|
2015
Q2 | $178K | Hold |
20,969
| – | – | ﹤0.01% | 1195 |
|
|
2015
Q1 | $210K | Hold |
20,969
| – | – | ﹤0.01% | 1175 |
|
|
2014
Q4 | $231K | Buy |
20,969
+10,766
| +106% | +$119K | ﹤0.01% | 1046 |
|
|
2014
Q3 | $89K | Buy |
+10,203
| New | +$89K | ﹤0.01% | 1081 |
|