DFPG Investments’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $361K | Sell |
21,153
-1,382
| -6% | -$23.6K | 0.03% | 479 |
|
2023
Q3 | $273K | Sell |
22,535
-3,458
| -13% | -$41.9K | 0.03% | 494 |
|
2023
Q2 | $447K | Buy |
25,993
+3,088
| +13% | +$53.1K | 0.04% | 404 |
|
2023
Q1 | $377K | Buy |
22,905
+2,297
| +11% | +$37.8K | 0.04% | 390 |
|
2022
Q4 | $342K | Buy |
+20,608
| New | +$342K | 0.06% | 327 |
|