Geneos Wealth Management’s Ultra Clean Holdings UCTT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,700
| Closed | -$72K | – | 2565 |
|
|
2022
Q2 | $72K | Hold |
2,700
| – | – | ﹤0.01% | 1135 |
|
|
2022
Q1 | $114K | Hold |
2,700
| – | – | ﹤0.01% | 1038 |
|
|
2021
Q4 | $154K | Buy |
2,700
+200
| +8% | +$11.4K | 0.01% | 985 |
|
|
2021
Q3 | $107K | Buy |
+2,500
| New | +$107K | ﹤0.01% | 1153 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$1K | – | 2452 |
|
|
2018
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 2227 |
|
|
2018
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 2136 |
|
|
2017
Q4 | – | Sell |
-1,262
| Closed | -$38K | – | 2220 |
|
|
2017
Q3 | $38K | Buy |
+1,262
| New | +$38K | ﹤0.01% | 1086 |
|