Valeo Financial Advisors’s United Security Bancshares UBFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,830
| Closed | -$20K | – | 1868 |
|
|
2019
Q4 | $20K | Sell |
1,830
-706
| -28% | -$7.72K | ﹤0.01% | 914 |
|
|
2019
Q3 | $27K | Hold |
2,536
| – | – | ﹤0.01% | 764 |
|
|
2019
Q2 | $29K | Hold |
2,536
| – | – | ﹤0.01% | 746 |
|
|
2019
Q1 | $27K | Hold |
2,536
| – | – | ﹤0.01% | 690 |
|
|
2018
Q4 | $24K | Hold |
2,536
| – | – | ﹤0.01% | 657 |
|
|
2018
Q3 | $28K | Hold |
2,536
| – | – | ﹤0.01% | 666 |
|
|
2018
Q2 | $27K | Hold |
2,536
| – | – | ﹤0.01% | 676 |
|
|
2018
Q1 | $27K | Sell |
2,536
-4,261
| -63% | -$45.4K | ﹤0.01% | 633 |
|
|
2017
Q4 | $75K | Buy |
6,797
+2,536
| +60% | +$28K | 0.01% | 400 |
|
|
2017
Q3 | $40K | Buy |
+4,261
| New | +$40K | 0.01% | 439 |
|