Congress Wealth Management’s Ultra Clean Holdings UCTT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-115,751
| Closed | -$3.43M | – | 668 |
|
2023
Q3 | $3.43M | Buy |
115,751
+7,472
| +7% | +$222K | 0.07% | 253 |
|
2023
Q2 | $4.16M | Buy |
108,279
+4,718
| +5% | +$181K | 0.1% | 210 |
|
2023
Q1 | $3.43M | Buy |
103,561
+22,034
| +27% | +$731K | 0.08% | 223 |
|
2022
Q4 | $2.7M | Sell |
81,527
-14,967
| -16% | -$496K | 0.07% | 235 |
|
2022
Q3 | $2.49M | Buy |
96,494
+2,527
| +3% | +$65.1K | 0.07% | 253 |
|
2022
Q2 | $2.8M | Buy |
93,967
+1,826
| +2% | +$54.4K | 0.07% | 247 |
|
2022
Q1 | $3.91M | Buy |
+92,141
| New | +$3.91M | 0.09% | 237 |
|