Disciplined 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
Q3 | – | Sell |
-164
| Closed | -$2.68K | – | 1477 |
|
|
2023
Q2 | $2.68K | Buy |
164
+2
| +1% | +$33 | ﹤0.01% | 547 |
|
|
2023
Q1 | $2.67K | Buy |
162
+1
| +0.6% | +$16 | ﹤0.01% | 558 |
|
|
2022
Q4 | $2.55K | Hold |
161
| – | – | ﹤0.01% | 542 |
|
|
2022
Q3 | $2K | Hold |
161
| – | – | ﹤0.01% | 734 |
|
|
2022
Q2 | $2K | Hold |
161
| – | – | ﹤0.01% | 753 |
|
|
2022
Q1 | $2K | Hold |
161
| – | – | ﹤0.01% | 802 |
|
|
2021
Q4 | $3K | Hold |
161
| – | – | ﹤0.01% | 425 |
|
|
2021
Q3 | $3K | Hold |
161
| – | – | ﹤0.01% | 379 |
|
|
2021
Q2 | $4K | Hold |
161
| – | – | ﹤0.01% | 351 |
|
|
2021
Q1 | $4K | Buy |
+161
| New | +$4K | ﹤0.01% | 307 |
|