Game Plan Financial Advisors’s Urgent.ly ULY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $179 | Hold |
28
| – | – | ﹤0.01% | 329 |
|
|
2025
Q1 | $131 | Sell |
28
-1
| -3% | -$5 | ﹤0.01% | 340 |
|
|
2024
Q4 | $165 | Hold |
29
| – | – | ﹤0.01% | 351 |
|
|
2024
Q3 | $235 | Hold |
29
| – | – | ﹤0.01% | 359 |
|
|
2024
Q2 | $593 | Hold |
29
| – | – | ﹤0.01% | 340 |
|
|
2024
Q1 | $649 | Hold |
29
| – | – | ﹤0.01% | 378 |
|
|
2023
Q4 | $1.09K | Buy |
+29
| New | +$1.09K | ﹤0.01% | 364 |
|