James Investment Research’s Utah Medical Products UTMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,292
| Closed | -$361K | – | 332 |
|
|
2023
Q4 | $361K | Hold |
4,292
| – | – | 0.05% | 233 |
|
|
2023
Q3 | $369K | Hold |
4,292
| – | – | 0.05% | 218 |
|
|
2023
Q2 | $400K | Hold |
4,292
| – | – | 0.05% | 208 |
|
|
2023
Q1 | $407K | Buy |
4,292
+22
| +0.5% | +$2.09K | 0.05% | 205 |
|
|
2022
Q4 | $429K | Hold |
4,270
| – | – | 0.06% | 189 |
|
|
2022
Q3 | $364K | Hold |
4,270
| – | – | 0.05% | 204 |
|
|
2022
Q2 | $367K | Hold |
4,270
| – | – | 0.05% | 204 |
|
|
2022
Q1 | $384K | Buy |
+4,270
| New | +$384K | 0.04% | 220 |
|