Vantage Investment Advisors’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $33K | Hold |
7,120
| – | – | 0.01% | 350 |
|
|
2018
Q2 | $24K | Hold |
7,120
| – | – | 0.01% | 388 |
|
|
2018
Q1 | $24K | Hold |
7,120
| – | – | 0.01% | 397 |
|
|
2017
Q4 | $24K | Hold |
7,120
| – | – | 0.01% | 423 |
|
|
2017
Q3 | $25K | Hold |
7,120
| – | – | 0.01% | 406 |
|
|
2017
Q2 | $21K | Hold |
7,120
| – | – | 0.01% | 415 |
|
|
2017
Q1 | $14K | Hold |
7,120
| – | – | ﹤0.01% | 470 |
|
|
2016
Q4 | $21K | Hold |
7,120
| – | – | 0.01% | 397 |
|
|
2016
Q3 | $23K | Buy |
7,120
+5,545
| +352% | +$17.9K | 0.01% | 375 |
|
|
2016
Q2 | $5K | Hold |
1,575
| – | – | ﹤0.01% | 636 |
|
|
2016
Q1 | $5K | Hold |
1,575
| – | – | ﹤0.01% | 637 |
|
|
2015
Q4 | $17K | Hold |
1,575
| – | – | 0.01% | 423 |
|
|
2015
Q3 | $28K | Buy |
+1,575
| New | +$28K | 0.02% | 313 |
|