Hillsdale Investment Management’s Universal Logistics Holdings ULH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-84,672
| Closed | -$2.44M | – | 652 |
|
|
2023
Q2 | $2.44M | Sell |
84,672
-5,000
| -6% | -$144K | 0.22% | 156 |
|
|
2023
Q1 | $2.61M | Buy |
89,672
+6,373
| +8% | +$186K | 0.22% | 141 |
|
|
2022
Q4 | $2.79M | Buy |
83,299
+11,388
| +16% | +$381K | 0.24% | 145 |
|
|
2022
Q3 | $2.28M | Buy |
+71,911
| New | +$2.28M | 0.21% | 152 |
|
|
2020
Q2 | – | Sell |
-134,900
| Closed | -$1.77M | – | 689 |
|
|
2020
Q1 | $1.77M | Sell |
134,900
-1,100
| -0.8% | -$14.4K | 0.21% | 140 |
|
|
2019
Q4 | $2.58M | Buy |
136,000
+10,900
| +9% | +$207K | 0.22% | 142 |
|
|
2019
Q3 | $2.91M | Buy |
125,100
+42,200
| +51% | +$983K | 0.25% | 121 |
|
|
2019
Q2 | $1.86M | Buy |
82,900
+11,400
| +16% | +$256K | 0.18% | 133 |
|
|
2019
Q1 | $1.41M | Hold |
71,500
| – | – | 0.13% | 149 |
|
|
2018
Q4 | $1.29M | Buy |
71,500
+15,000
| +27% | +$271K | 0.15% | 147 |
|
|
2018
Q3 | $2.08M | Sell |
56,500
-2,000
| -3% | -$73.6K | 0.27% | 54 |
|
|
2018
Q2 | $1.54M | Buy |
+58,500
| New | +$1.54M | 0.19% | 94 |
|