First Trust Advisors’s Universal Logistics Holdings ULH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Buy |
129,253
+39,633
| +44% | +$1.01M | ﹤0.01% | 1579 |
|
|
2025
Q1 | $2.35M | Sell |
89,620
-6,961
| -7% | -$183K | ﹤0.01% | 1714 |
|
|
2024
Q4 | $4.44M | Buy |
+96,581
| New | +$4.44M | ﹤0.01% | 1428 |
|
|
2020
Q3 | – | Sell |
-15,653
| Closed | -$272K | – | 2485 |
|
|
2020
Q2 | $272K | Buy |
15,653
+910
| +6% | +$15.8K | ﹤0.01% | 2169 |
|
|
2020
Q1 | $193K | Sell |
14,743
-3,181
| -18% | -$41.6K | ﹤0.01% | 2214 |
|
|
2019
Q4 | $340K | Sell |
17,924
-1,085
| -6% | -$20.6K | ﹤0.01% | 2248 |
|
|
2019
Q3 | $443K | Buy |
19,009
+3,866
| +26% | +$90.1K | ﹤0.01% | 2171 |
|
|
2019
Q2 | $340K | Buy |
15,143
+145
| +1% | +$3.26K | ﹤0.01% | 2260 |
|
|
2019
Q1 | $295K | Sell |
14,998
-77
| -0.5% | -$1.52K | ﹤0.01% | 2276 |
|
|
2018
Q4 | $273K | Buy |
15,075
+2,568
| +21% | +$46.5K | ﹤0.01% | 2283 |
|
|
2018
Q3 | $460K | Buy |
+12,507
| New | +$460K | ﹤0.01% | 2228 |
|