Janney Montgomery Scott’s Universal Logistics Holdings ULH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-41,945
| Closed | -$1.06M | – | 2759 |
|
2023
Q3 | $1.06M | Buy |
41,945
+2,223
| +6% | +$56K | ﹤0.01% | 1313 |
|
2023
Q2 | $1.14M | Sell |
39,722
-8,911
| -18% | -$257K | ﹤0.01% | 1345 |
|
2023
Q1 | $1.42M | Buy |
48,633
+5,488
| +13% | +$160K | 0.01% | 1140 |
|
2022
Q4 | $1.44M | Buy |
43,145
+10,779
| +33% | +$361K | 0.01% | 1175 |
|
2022
Q3 | $1.03M | Buy |
+32,366
| New | +$1.03M | ﹤0.01% | 1299 |
|
2019
Q3 | – | Sell |
-18,971
| Closed | -$426K | – | 2148 |
|
2019
Q2 | $426K | Buy |
18,971
+64
| +0.3% | +$1.44K | ﹤0.01% | 1509 |
|
2019
Q1 | $372K | Buy |
18,907
+8,481
| +81% | +$167K | ﹤0.01% | 1549 |
|
2018
Q4 | $189K | Sell |
10,426
-11,100
| -52% | -$201K | ﹤0.01% | 1785 |
|
2018
Q3 | $792K | Buy |
+21,526
| New | +$792K | 0.01% | 1178 |
|