YorkBridge Wealth Partners’s United Community Banks, Inc. UCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-369
| Closed | -$11K | – | 674 |
|
|
2019
Q2 | $11K | Sell |
369
-109
| -23% | -$3.25K | ﹤0.01% | 547 |
|
|
2019
Q1 | $12K | Sell |
478
-312
| -39% | -$7.83K | 0.01% | 563 |
|
|
2018
Q4 | $17K | Sell |
790
-139
| -15% | -$2.99K | 0.01% | 503 |
|
|
2018
Q3 | $26K | Sell |
929
-2
| -0.2% | -$56 | 0.01% | 468 |
|
|
2018
Q2 | $29K | Buy |
931
+25
| +3% | +$779 | 0.01% | 446 |
|
|
2018
Q1 | $30K | Buy |
906
+794
| +709% | +$26.3K | 0.01% | 436 |
|
|
2017
Q4 | $3K | Buy |
112
+40
| +56% | +$1.07K | ﹤0.01% | 773 |
|
|
2017
Q3 | $2K | Hold |
72
| – | – | ﹤0.01% | 804 |
|
|
2017
Q2 | $2K | Hold |
72
| – | – | ﹤0.01% | 799 |
|
|
2017
Q1 | $2K | Buy |
+72
| New | +$2K | ﹤0.01% | 788 |
|