Wealthspire Advisors (Maryland)’s UNIFI UFI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-35
| Closed | -$1K | – | 2603 |
|
2018
Q4 | $1K | Sell |
35
-50
| -59% | -$1.43K | ﹤0.01% | 2342 |
|
2018
Q3 | $2K | Buy |
85
+26
| +44% | +$612 | ﹤0.01% | 2197 |
|
2018
Q2 | $2K | Buy |
59
+6
| +11% | +$203 | ﹤0.01% | 2206 |
|
2018
Q1 | $2K | Hold |
53
| – | – | ﹤0.01% | 2217 |
|
2017
Q4 | $2K | Buy |
53
+35
| +194% | +$1.32K | ﹤0.01% | 2177 |
|
2017
Q3 | $1K | Buy |
18
+3
| +20% | +$167 | ﹤0.01% | 2152 |
|
2017
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 2286 |
|
2017
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 2021 |
|
2016
Q4 | $0 | Hold |
15
| – | – | ﹤0.01% | 1849 |
|
2016
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 1811 |
|
2016
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 1815 |
|
2016
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 1852 |
|
2015
Q4 | $0 | Buy |
+15
| New | – | ﹤0.01% | 1777 |
|