HighTower 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
Q1 | – | Sell |
-1,586
| Closed | -$9.7K | – | 3683 |
|
|
2024
Q4 | $9.7K | Buy |
1,586
+209
| +15% | +$1.28K | ﹤0.01% | 3476 |
|
|
2024
Q3 | $11K | Buy |
1,377
+416
| +43% | +$3.32K | ﹤0.01% | 3443 |
|
|
2024
Q2 | $20K | Hold |
961
| – | – | ﹤0.01% | 3328 |
|
|
2024
Q1 | $22K | Hold |
961
| – | – | ﹤0.01% | 3263 |
|
|
2023
Q4 | $37K | Buy |
+961
| New | +$37K | ﹤0.01% | 3271 |
|