EverSource Wealth Advisors’s Universal Logistics Holdings ULH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72K | Buy |
107
+76
| +245% | +$1.93K | ﹤0.01% | 3388 |
|
|
2025
Q1 | $813 | Buy |
+31
| New | +$813 | ﹤0.01% | 3300 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 2622 |
|
|
2023
Q1 | – | Sell |
-27
| Closed | -$903 | – | 2541 |
|
|
2022
Q4 | $903 | Hold |
27
| – | – | ﹤0.01% | 2122 |
|
|
2022
Q3 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1911 |
|