IFP Advisors’s Ultralife ULBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.6K | Sell |
8,565
-5,635
| -40% | -$51K | ﹤0.01% | 1793 |
|
|
2025
Q1 | $76.4K | Buy |
14,200
+2,800
| +25% | +$15.1K | ﹤0.01% | 1684 |
|
|
2024
Q4 | $84.9K | Buy |
+11,400
| New | +$84.9K | ﹤0.01% | 1555 |
|
|
2023
Q3 | – | Sell |
-400
| Closed | -$1.94K | – | 3560 |
|
|
2023
Q2 | $1.94K | Buy |
+400
| New | +$1.94K | ﹤0.01% | 2892 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4552 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4345 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4224 |
|