Focused Wealth Management’s United Therapeutics UTHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-940
| Closed | -$139K | – | 727 |
|
2017
Q4 | $139K | Buy |
+940
| New | +$139K | 0.04% | 197 |
|
2017
Q3 | – | Sell |
-940
| Closed | -$122K | – | 713 |
|
2017
Q2 | $122K | Hold |
940
| – | – | 0.05% | 199 |
|
2017
Q1 | $127K | Buy |
940
+140
| +18% | +$18.9K | 0.05% | 196 |
|
2016
Q4 | $115K | Buy |
+800
| New | +$115K | 0.05% | 209 |
|
2016
Q2 | – | Sell |
-325
| Closed | -$36K | – | 716 |
|
2016
Q1 | $36K | Hold |
325
| – | – | 0.02% | 233 |
|
2015
Q4 | $51K | Sell |
325
-66
| -17% | -$10.4K | 0.03% | 204 |
|
2015
Q3 | $51K | Buy |
+391
| New | +$51K | 0.03% | 192 |
|
2015
Q2 | – | Sell |
-480
| Closed | -$83K | – | 698 |
|
2015
Q1 | $83K | Buy |
+480
| New | +$83K | 0.05% | 149 |
|