International Assets Investment Management’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-201
| Closed | -$3.35K | – | 2606 |
|
|
2024
Q2 | $3.35K | Buy |
+201
| New | +$3.35K | ﹤0.01% | 1925 |
|
|
2023
Q2 | – | Sell |
-221
| Closed | -$3.64K | – | 1068 |
|
|
2023
Q1 | $3.64K | Buy |
+221
| New | +$3.64K | ﹤0.01% | 947 |
|
|
2021
Q2 | – | Sell |
-1,845
| Closed | -$42K | – | 1832 |
|
|
2021
Q1 | $42K | Buy |
1,845
+575
| +45% | +$13.1K | ﹤0.01% | 1023 |
|
|
2020
Q4 | $28K | Buy |
+1,270
| New | +$28K | 0.01% | 1054 |
|