Guggenheim Capital’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-51,811
| Closed | -$848K | – | 1918 |
|
|
2023
Q2 | $848K | Sell |
51,811
-723
| -1% | -$11.8K | 0.01% | 1241 |
|
|
2023
Q1 | $865K | Sell |
52,534
-57
| -0.1% | -$939 | 0.01% | 1252 |
|
|
2022
Q4 | $834K | Sell |
52,591
-1,775
| -3% | -$28.2K | 0.01% | 1251 |
|
|
2022
Q3 | $821K | Sell |
54,366
-273
| -0.5% | -$4.12K | 0.01% | 1243 |
|
|
2022
Q2 | $755K | Sell |
54,639
-2,058
| -4% | -$28.4K | 0.01% | 1362 |
|
|
2022
Q1 | $838K | Buy |
56,697
+11,615
| +26% | +$172K | 0.01% | 1443 |
|
|
2021
Q4 | $719K | Buy |
45,082
+8,009
| +22% | +$128K | ﹤0.01% | 1505 |
|
|
2021
Q3 | $635K | Buy |
+37,073
| New | +$635K | ﹤0.01% | 1644 |
|