Independent Portfolio Consultants’s Ultratech Inc. UTEK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-33,624
| Closed | -$776K | – | 878 |
|
2016
Q3 | $776K | Buy |
33,624
+1,017
| +3% | +$23.5K | 0.24% | 137 |
|
2016
Q2 | $749K | Sell |
32,607
-405
| -1% | -$9.3K | 0.24% | 135 |
|
2016
Q1 | $721K | Buy |
33,012
+12,100
| +58% | +$264K | 0.2% | 147 |
|
2015
Q4 | $414K | Sell |
20,912
-3,235
| -13% | -$64K | 0.12% | 231 |
|
2015
Q3 | $387K | Buy |
24,147
+3,400
| +16% | +$54.5K | 0.08% | 279 |
|
2015
Q2 | $385K | Sell |
20,747
-468
| -2% | -$8.69K | 0.08% | 280 |
|
2015
Q1 | $368K | Buy |
21,215
+310
| +1% | +$5.38K | 0.08% | 283 |
|
2014
Q4 | $388K | Sell |
20,905
-4,040
| -16% | -$75K | 0.08% | 284 |
|
2014
Q3 | $567K | Buy |
24,945
+185
| +0.7% | +$4.21K | 0.15% | 193 |
|
2014
Q2 | $549K | Sell |
24,760
-185
| -0.7% | -$4.1K | 0.15% | 210 |
|
2014
Q1 | $728K | Buy |
+24,945
| New | +$728K | 0.23% | 139 |
|