United Capital Financial Advisors’s UNITED TECHNOLOGIES CORP CORP UNIT (DE) UTX.PRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-31,225
| Closed | -$1.84M | – | 1335 |
|
|
2015
Q1 | $1.84M | Buy |
31,225
+1,125
| +4% | +$66.2K | 0.02% | 590 |
|
|
2014
Q4 | $1.85M | Buy |
30,100
+2,000
| +7% | +$123K | 0.03% | 491 |
|
|
2014
Q3 | $1.67M | Sell |
28,100
-500
| -2% | -$29.8K | 0.03% | 488 |
|
|
2014
Q2 | $1.86M | Hold |
28,600
| – | – | 0.03% | 429 |
|
|
2014
Q1 | $1.9M | Hold |
28,600
| – | – | 0.04% | 366 |
|
|
2013
Q4 | $1.87M | Buy |
+28,600
| New | +$1.87M | 0.06% | 246 |
|
|
2013
Q3 | – | Sell |
-28,400
| Closed | -$1.69M | – | 781 |
|
|
2013
Q2 | $1.69M | Buy |
+28,400
| New | +$1.69M | 0.04% | 326 |
|