Concert Wealth Management’s Under Armour UAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-13,520
| Closed | -$393K | – | 417 |
|
|
2017
Q1 | $393K | Buy |
+13,520
| New | +$393K | 0.09% | 301 |
|
|
2016
Q4 | – | Sell |
-6,061
| Closed | -$236K | – | 888 |
|
|
2016
Q3 | $236K | Sell |
6,061
-698
| -10% | -$27.2K | 0.03% | 578 |
|
|
2016
Q2 | $268K | Sell |
6,759
-5,048
| -43% | -$200K | 0.04% | 509 |
|
|
2016
Q1 | $497K | Sell |
11,807
-9,082
| -43% | -$382K | 0.07% | 354 |
|
|
2015
Q4 | $828K | Buy |
20,889
+308
| +1% | +$12.2K | 0.11% | 235 |
|
|
2015
Q3 | $985K | Sell |
20,581
-548
| -3% | -$26.2K | 0.13% | 198 |
|
|
2015
Q2 | $876K | Sell |
21,129
-117
| -0.6% | -$4.85K | 0.11% | 232 |
|
|
2015
Q1 | $221K | Buy |
21,246
+909
| +4% | +$9.46K | 0.06% | 372 |
|
|
2014
Q4 | $690K | Buy |
+20,337
| New | +$690K | 0.11% | 256 |
|