Concord Wealth Partners’s Universal Electronics UEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-50
| Closed | -$470 | – | 907 |
|
|
2023
Q4 | $470 | Hold |
50
| – | – | ﹤0.01% | 780 |
|
|
2023
Q3 | $453 | Hold |
50
| – | – | ﹤0.01% | 986 |
|
|
2023
Q2 | $481 | Hold |
50
| – | – | ﹤0.01% | 993 |
|
|
2023
Q1 | $507 | Hold |
50
| – | – | ﹤0.01% | 938 |
|
|
2022
Q4 | $1.04K | Buy |
+50
| New | +$1.04K | ﹤0.01% | 1054 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$1K | – | 1084 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 1205 |
|
|
2022
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 1145 |
|
|
2021
Q4 | $2K | Sell |
50
-207
| -81% | -$8.28K | ﹤0.01% | 1172 |
|
|
2021
Q3 | $13K | Sell |
257
-185
| -42% | -$9.36K | 0.01% | 441 |
|
|
2021
Q2 | $21K | Buy |
442
+392
| +784% | +$18.6K | 0.01% | 495 |
|
|
2021
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 779 |
|
|
2020
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 503 |
|