Affinity Investment Advisors’s Utah Medical Products UTMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,331
| Closed | -$635K | – | 174 |
|
|
2021
Q1 | $635K | Hold |
7,331
| – | – | 0.23% | 122 |
|
|
2020
Q4 | $618K | Hold |
7,331
| – | – | 0.25% | 109 |
|
|
2020
Q3 | $586K | Hold |
7,331
| – | – | 0.26% | 97 |
|
|
2020
Q2 | $650K | Hold |
7,331
| – | – | 0.31% | 82 |
|
|
2020
Q1 | $689K | Buy |
7,331
+2,130
| +41% | +$200K | 0.35% | 60 |
|
|
2019
Q4 | $561K | Sell |
5,201
-360
| -6% | -$38.8K | 0.2% | 77 |
|
|
2019
Q3 | $533K | Hold |
5,561
| – | – | 0.17% | 73 |
|
|
2019
Q2 | $532K | Buy |
5,561
+1,456
| +35% | +$139K | 0.15% | 80 |
|
|
2019
Q1 | $362K | Buy |
+4,105
| New | +$362K | 0.07% | 115 |
|