Joel Isaacson & Co’s Ultimate Software Group Inc ULTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-60
| Closed | -$11K | – | 597 |
|
|
2016
Q4 | $11K | Hold |
60
| – | – | ﹤0.01% | 496 |
|
|
2016
Q3 | $12K | Hold |
60
| – | – | ﹤0.01% | 526 |
|
|
2016
Q2 | $13K | Hold |
60
| – | – | ﹤0.01% | 519 |
|
|
2016
Q1 | $12K | Hold |
60
| – | – | ﹤0.01% | 556 |
|
|
2015
Q4 | $12K | Buy |
+60
| New | +$12K | ﹤0.01% | 533 |
|
|
2015
Q3 | – | Sell |
-400
| Closed | -$66K | – | 788 |
|
|
2015
Q2 | $66K | Hold |
400
| – | – | 0.02% | 324 |
|
|
2015
Q1 | $68K | Hold |
400
| – | – | 0.02% | 318 |
|
|
2014
Q4 | $59K | Buy |
+400
| New | +$59K | 0.02% | 304 |
|