Creative Planning’s Ultralife ULBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,000
| Closed | -$14K | – | 3501 |
|
|
2017
Q2 | $14K | Hold |
2,000
| – | – | ﹤0.01% | 3384 |
|
|
2017
Q1 | $11K | Hold |
2,000
| – | – | ﹤0.01% | 3500 |
|
|
2016
Q4 | $10K | Hold |
2,000
| – | – | ﹤0.01% | 3509 |
|
|
2016
Q3 | $8K | Hold |
2,000
| – | – | ﹤0.01% | 3595 |
|
|
2016
Q2 | $10K | Hold |
2,000
| – | – | ﹤0.01% | 3208 |
|
|
2016
Q1 | $10K | Hold |
2,000
| – | – | ﹤0.01% | 3204 |
|
|
2015
Q4 | $13K | Hold |
2,000
| – | – | ﹤0.01% | 3097 |
|
|
2015
Q3 | $12K | Buy |
+2,000
| New | +$12K | ﹤0.01% | 3060 |
|