Covestor’s Utah Medical Products UTMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Sell |
23
-11
| -32% | -$478 | ﹤0.01% | 2108 |
|
|
2025
Q1 | $2K | Sell |
34
-1
| -3% | -$59 | ﹤0.01% | 1896 |
|
|
2024
Q4 | $2K | Buy |
35
+8
| +30% | +$457 | ﹤0.01% | 1946 |
|
|
2024
Q3 | $2K | Sell |
27
-1
| -4% | -$74 | ﹤0.01% | 1862 |
|
|
2024
Q2 | $2K | Buy |
28
+20
| +250% | +$1.43K | ﹤0.01% | 1894 |
|
|
2024
Q1 | $1K | Buy |
8
+4
| +100% | +$500 | ﹤0.01% | 2129 |
|
|
2023
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 2780 |
|
|
2023
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 2774 |
|
|
2023
Q2 | $0 | Sell |
4
-2
| -33% | – | ﹤0.01% | 2704 |
|
|
2023
Q1 | $1K | Sell |
6
-1
| -14% | -$167 | ﹤0.01% | 1908 |
|
|
2022
Q4 | $1K | Sell |
7
-9
| -56% | -$1.29K | ﹤0.01% | 1946 |
|
|
2022
Q3 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1860 |
|