Bell Investment Advisors’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-32
| Closed | -$524 | – | 1998 |
|
|
2023
Q2 | $524 | Hold |
32
| – | – | ﹤0.01% | 1831 |
|
|
2023
Q1 | $528 | Hold |
32
| – | – | ﹤0.01% | 1798 |
|
|
2022
Q4 | $508 | Hold |
32
| – | – | ﹤0.01% | 1829 |
|
|
2022
Q3 | $0 | Buy |
+32
| New | – | ﹤0.01% | 1962 |
|
|
2021
Q4 | $1K | Buy |
33
+10
| +43% | +$303 | ﹤0.01% | 1644 |
|
|
2021
Q3 | $0 | Buy |
+23
| New | – | ﹤0.01% | 1835 |
|