United Capital Financial Advisors’s Western Alliance Bancorporation WAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,731
| Closed | -$377K | – | 1114 |
|
|
2022
Q3 | $377K | Buy |
5,731
+107
| +2% | +$7.04K | ﹤0.01% | 841 |
|
|
2022
Q2 | $397K | Buy |
5,624
+21
| +0.4% | +$1.48K | ﹤0.01% | 853 |
|
|
2022
Q1 | $464K | Buy |
5,603
+36
| +0.6% | +$2.98K | ﹤0.01% | 847 |
|
|
2021
Q4 | $599K | Buy |
5,567
+401
| +8% | +$43.1K | ﹤0.01% | 811 |
|
|
2021
Q3 | $562K | Hold |
5,166
| – | – | ﹤0.01% | 828 |
|
|
2021
Q2 | $480K | Sell |
5,166
-110
| -2% | -$10.2K | ﹤0.01% | 864 |
|
|
2021
Q1 | $498K | Buy |
+5,276
| New | +$498K | ﹤0.01% | 846 |
|
|
2019
Q3 | – | Sell |
-6,593
| Closed | -$295K | – | 1468 |
|
|
2019
Q2 | $295K | Hold |
6,593
| – | – | ﹤0.01% | 1203 |
|
|
2019
Q1 | $271K | Buy |
6,593
+20
| +0.3% | +$822 | ﹤0.01% | 1147 |
|
|
2018
Q4 | $260K | Sell |
6,573
-902
| -12% | -$35.7K | ﹤0.01% | 1117 |
|
|
2018
Q3 | $425K | Sell |
7,475
-26
| -0.3% | -$1.48K | ﹤0.01% | 1001 |
|
|
2018
Q2 | $425K | Buy |
7,501
+26
| +0.3% | +$1.47K | ﹤0.01% | 973 |
|
|
2018
Q1 | $434K | Sell |
7,475
-64
| -0.8% | -$3.72K | ﹤0.01% | 991 |
|
|
2017
Q4 | $427K | Buy |
7,539
+729
| +11% | +$41.3K | ﹤0.01% | 1010 |
|
|
2017
Q3 | $361K | Buy |
6,810
+93
| +1% | +$4.93K | ﹤0.01% | 1054 |
|
|
2017
Q2 | $330K | Buy |
6,717
+48
| +0.7% | +$2.36K | ﹤0.01% | 1044 |
|
|
2017
Q1 | $327K | Hold |
6,669
| – | – | ﹤0.01% | 1020 |
|
|
2016
Q4 | $325K | Sell |
6,669
-1,700
| -20% | -$82.8K | ﹤0.01% | 1027 |
|
|
2016
Q3 | $314K | Buy |
+8,369
| New | +$314K | ﹤0.01% | 1064 |
|