Edgemoor Investment Advisors’s UNITED TECHNOLOGIES CORP CORP UNIT (DE) UTX.PRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-44,415
| Closed | -$2.55M | – | 152 |
|
|
2015
Q2 | $2.55M | Sell |
44,415
-350
| -0.8% | -$20.1K | 0.37% | 66 |
|
|
2015
Q1 | $2.76M | Sell |
44,765
-225
| -0.5% | -$13.8K | 0.39% | 62 |
|
|
2014
Q4 | $2.76M | Sell |
44,990
-200
| -0.4% | -$12.3K | 0.41% | 61 |
|
|
2014
Q3 | $2.66M | Sell |
45,190
-525
| -1% | -$30.9K | 0.39% | 66 |
|
|
2014
Q2 | $2.98M | Sell |
45,715
-1,000
| -2% | -$65.2K | 0.44% | 65 |
|
|
2014
Q1 | $3.11M | Hold |
46,715
| – | – | 0.49% | 62 |
|
|
2013
Q4 | $3.06M | Sell |
46,715
-255
| -0.5% | -$16.7K | 0.48% | 62 |
|
|
2013
Q3 | $3.04M | Sell |
46,970
-485
| -1% | -$31.4K | 0.53% | 60 |
|
|
2013
Q2 | $2.82M | Buy |
+47,455
| New | +$2.82M | 0.5% | 58 |
|