J. Goldman & Co’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Hold |
0
| – | – | – | 300 |
|
2020
Q2 | – | Sell |
-1,463,893
| Closed | -$15M | – | 273 |
|
2020
Q1 | $15M | Buy |
1,463,893
+73,895
| +5% | +$756K | 1.8% | 8 |
|
2019
Q4 | $14.3M | Sell |
1,389,998
-10,000
| -0.7% | -$103K | 1.02% | 10 |
|
2019
Q3 | $14.3M | Buy |
+1,399,998
| New | +$14.3M | 1.07% | 15 |
|