Creative Planning’s Ultratech Inc. UTEK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-300
| Closed | -$9K | – | 4863 |
|
|
2017
Q1 | $9K | Hold |
300
| – | – | ﹤0.01% | 3649 |
|
|
2016
Q4 | $7K | Hold |
300
| – | – | ﹤0.01% | 3739 |
|
|
2016
Q3 | $7K | Buy |
300
+200
| +200% | +$4.67K | ﹤0.01% | 3688 |
|
|
2016
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 3993 |
|
|
2016
Q1 | $2K | Sell |
100
-100
| -50% | -$2K | ﹤0.01% | 3956 |
|
|
2015
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 3772 |
|
|
2015
Q3 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 3821 |
|
|
2015
Q2 | – | Sell |
-95
| Closed | -$2K | – | 3595 |
|
|
2015
Q1 | $2K | Buy |
+95
| New | +$2K | ﹤0.01% | 3847 |
|