United Capital Financial Advisors’s World Acceptance Corp WRLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,200
| Closed | -$353K | – | 1243 |
|
|
2021
Q2 | $353K | Sell |
2,200
-2,000
| -48% | -$321K | ﹤0.01% | 970 |
|
|
2021
Q1 | $545K | Sell |
4,200
-3,000
| -42% | -$389K | ﹤0.01% | 824 |
|
|
2020
Q4 | $736K | Hold |
7,200
| – | – | ﹤0.01% | 747 |
|
|
2020
Q3 | $760K | Sell |
7,200
-2,000
| -22% | -$211K | 0.01% | 728 |
|
|
2020
Q2 | $603K | Hold |
9,200
| – | – | ﹤0.01% | 799 |
|
|
2020
Q1 | $502K | Hold |
9,200
| – | – | ﹤0.01% | 809 |
|
|
2019
Q4 | $795K | Buy |
+9,200
| New | +$795K | 0.01% | 852 |
|