BWFA
Baltimore-Washington Financial Advisors’s Utz Brands UTZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-94,113
| Closed | -$2.33M | – | 156 |
|
2022
Q1 | $2.33M | Buy |
+94,113
| New | +$2.33M | 0.23% | 85 |
|
2021
Q3 | – | Sell |
-99,959
| Closed | -$2.18M | – | 134 |
|
2021
Q2 | $2.18M | Buy |
99,959
+6,646
| +7% | +$145K | 0.2% | 82 |
|
2021
Q1 | $2.31M | Buy |
+93,313
| New | +$2.31M | 0.24% | 80 |
|