Winton Group’s First United FUNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-15,587
| Closed | -$290K | – | 1148 |
|
|
2021
Q3 | $290K | Buy |
15,587
+7
| +0% | +$130 | 0.02% | 1110 |
|
|
2021
Q2 | $272K | Buy |
15,580
+2,265
| +17% | +$39.5K | 0.01% | 1232 |
|
|
2021
Q1 | $235K | Buy |
13,315
+1,279
| +11% | +$22.6K | 0.01% | 1237 |
|
|
2020
Q4 | $187K | Sell |
12,036
-14,868
| -55% | -$231K | 0.01% | 1201 |
|
|
2020
Q3 | $315K | Buy |
26,904
+4,073
| +18% | +$47.7K | 0.01% | 1230 |
|
|
2020
Q2 | $305K | Buy |
+22,831
| New | +$305K | 0.01% | 1278 |
|