Commonwealth Equity Services’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,488
| Closed | -$187K | – | 4101 |
|
|
2023
Q4 | $187K | Buy |
+11,488
| New | +$187K | ﹤0.01% | 3535 |
|
|
2022
Q4 | – | Sell |
-10,554
| Closed | -$159K | – | 3803 |
|
|
2022
Q3 | $159K | Buy |
+10,554
| New | +$159K | ﹤0.01% | 3268 |
|
|
2021
Q4 | – | Sell |
-11,074
| Closed | -$189K | – | 3733 |
|
|
2021
Q3 | $189K | Sell |
11,074
-2,503
| -18% | -$42.7K | ﹤0.01% | 3296 |
|
|
2021
Q2 | $295K | Buy |
13,577
+1,644
| +14% | +$35.7K | ﹤0.01% | 2922 |
|
|
2021
Q1 | $295K | Sell |
11,933
-216
| -2% | -$5.34K | ﹤0.01% | 2782 |
|
|
2020
Q4 | $268K | Buy |
+12,149
| New | +$268K | ﹤0.01% | 2676 |
|