Creative Planning’s Utah Medical Products UTMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-450
| Closed | -$33K | – | 3525 |
|
|
2017
Q2 | $33K | Hold |
450
| – | – | ﹤0.01% | 2809 |
|
|
2017
Q1 | $28K | Hold |
450
| – | – | ﹤0.01% | 2864 |
|
|
2016
Q4 | $33K | Hold |
450
| – | – | ﹤0.01% | 2701 |
|
|
2016
Q3 | $27K | Buy |
450
+200
| +80% | +$12K | ﹤0.01% | 2812 |
|
|
2016
Q2 | $16K | Sell |
250
-180
| -42% | -$11.5K | ﹤0.01% | 2919 |
|
|
2016
Q1 | $27K | Hold |
430
| – | – | ﹤0.01% | 2534 |
|
|
2015
Q4 | $25K | Buy |
430
+310
| +258% | +$18K | ﹤0.01% | 2650 |
|
|
2015
Q3 | $6K | Buy |
+120
| New | +$6K | ﹤0.01% | 3490 |
|
|
2015
Q2 | – | Sell |
-120
| Closed | -$7K | – | 2804 |
|
|
2015
Q1 | $7K | Hold |
120
| – | – | ﹤0.01% | 3354 |
|
|
2014
Q4 | $7K | Buy |
120
+20
| +20% | +$1.17K | ﹤0.01% | 3275 |
|
|
2014
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 3253 |
|
|
2014
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 3152 |
|