Annex Advisory Services’s Utah Medical Products UTMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,526
| Closed | -$329K | – | 270 |
|
|
2023
Q2 | $329K | Buy |
3,526
+702
| +25% | +$65.4K | 0.02% | 178 |
|
|
2023
Q1 | $268K | Sell |
2,824
-742
| -21% | -$70.3K | 0.01% | 193 |
|
|
2022
Q4 | $359K | Buy |
3,566
+466
| +15% | +$46.9K | 0.02% | 175 |
|
|
2022
Q3 | $264K | Sell |
3,100
-235
| -7% | -$20K | 0.02% | 190 |
|
|
2022
Q2 | $287K | Sell |
3,335
-883
| -21% | -$76K | 0.02% | 196 |
|
|
2022
Q1 | $379K | Buy |
+4,218
| New | +$379K | 0.03% | 171 |
|