Western Standard LLC’s First United FUNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-24,125
| Closed | -$416K | – | 42 |
|
|
2019
Q1 | $416K | Hold |
24,125
| – | – | 0.37% | 34 |
|
|
2018
Q4 | $384K | Buy |
24,125
+3,600
| +18% | +$57.3K | 0.36% | 37 |
|
|
2018
Q3 | $386K | Buy |
20,525
+1,908
| +10% | +$35.9K | 0.34% | 38 |
|
|
2018
Q2 | $381K | Hold |
18,617
| – | – | 0.39% | 38 |
|
|
2018
Q1 | $357K | Hold |
18,617
| – | – | 0.32% | 48 |
|
|
2017
Q4 | $324K | Hold |
18,617
| – | – | 0.38% | 42 |
|
|
2017
Q3 | $310K | Buy |
18,617
+5,607
| +43% | +$93.4K | 0.41% | 38 |
|
|
2017
Q2 | $194K | Buy |
+13,010
| New | +$194K | 0.26% | 38 |
|