United Capital Financial Advisors’s NCR Voyix VYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,083
| Closed | -$202K | – | 1076 |
|
|
2022
Q4 | $202K | Sell |
14,083
-15,125
| -52% | -$217K | ﹤0.01% | 989 |
|
|
2022
Q3 | $341K | Buy |
+29,208
| New | +$341K | ﹤0.01% | 867 |
|
|
2020
Q3 | – | Sell |
-46,713
| Closed | -$496K | – | 1229 |
|
|
2020
Q2 | $496K | Buy |
46,713
+447
| +1% | +$4.75K | ﹤0.01% | 865 |
|
|
2020
Q1 | $502K | Sell |
46,266
-3,799
| -8% | -$41.2K | ﹤0.01% | 808 |
|
|
2019
Q4 | $1.08M | Sell |
50,065
-2,858
| -5% | -$61.7K | 0.01% | 743 |
|
|
2019
Q3 | $1.03M | Sell |
52,923
-39,873
| -43% | -$772K | 0.01% | 737 |
|
|
2019
Q2 | $1.77M | Sell |
92,796
-4,650
| -5% | -$88.7K | 0.01% | 649 |
|
|
2019
Q1 | $1.63M | Buy |
97,446
+52,271
| +116% | +$875K | 0.01% | 639 |
|
|
2018
Q4 | $640K | Buy |
45,175
+8,490
| +23% | +$120K | 0.01% | 833 |
|
|
2018
Q3 | $639K | Buy |
36,685
+377
| +1% | +$6.57K | ﹤0.01% | 909 |
|
|
2018
Q2 | $672K | Buy |
36,308
+1,708
| +5% | +$31.6K | 0.01% | 865 |
|
|
2018
Q1 | $669K | Buy |
34,600
+727
| +2% | +$14.1K | 0.01% | 877 |
|
|
2017
Q4 | $706K | Sell |
33,873
-9,324
| -22% | -$194K | 0.01% | 873 |
|
|
2017
Q3 | $994K | Buy |
43,197
+1,748
| +4% | +$40.2K | 0.01% | 779 |
|
|
2017
Q2 | $1.04M | Buy |
41,449
+16,109
| +64% | +$404K | 0.01% | 753 |
|
|
2017
Q1 | $710K | Sell |
25,340
-227
| -0.9% | -$6.36K | 0.01% | 832 |
|
|
2016
Q4 | $636K | Buy |
25,567
+7,971
| +45% | +$198K | 0.01% | 869 |
|
|
2016
Q3 | $347K | Buy |
+17,596
| New | +$347K | ﹤0.01% | 1036 |
|
|
2016
Q2 | – | Sell |
-108,876
| Closed | -$2M | – | 1292 |
|
|
2016
Q1 | $2M | Sell |
108,876
-373
| -0.3% | -$6.85K | 0.02% | 531 |
|
|
2015
Q4 | $1.64M | Buy |
109,249
+3,659
| +3% | +$54.9K | 0.02% | 583 |
|
|
2015
Q3 | $1.47M | Buy |
105,590
+6,537
| +7% | +$91.3K | 0.02% | 591 |
|
|
2015
Q2 | $1.83M | Buy |
99,053
+3,652
| +4% | +$67.4K | 0.02% | 584 |
|
|
2015
Q1 | $1.61M | Buy |
+95,401
| New | +$1.61M | 0.02% | 614 |
|