Laffer Tengler Investments’s UNITED TECHNOLOGIES CORP CORP UNIT (DE) UTX.PRA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-41,738
| Closed | -$2.41M | – | 232 |
|
2015
Q2 | $2.41M | Sell |
41,738
-4,703
| -10% | -$271K | 0.58% | 36 |
|
2015
Q1 | $2.86M | Buy |
+46,441
| New | +$2.86M | 0.4% | 70 |
|
2014
Q4 | – | Sell |
-45,608
| Closed | -$2.69M | – | 63 |
|
2014
Q3 | $2.69M | Buy |
45,608
+966
| +2% | +$56.9K | 0.4% | 59 |
|
2014
Q2 | $2.91M | Sell |
44,642
-386
| -0.9% | -$25.2K | 0.45% | 50 |
|
2014
Q1 | $3M | Buy |
45,028
+887
| +2% | +$59K | 0.48% | 52 |
|
2013
Q4 | $2.89M | Buy |
+44,141
| New | +$2.89M | 0.48% | 45 |
|
2013
Q3 | – | Sell |
-45,980
| Closed | -$2.73M | – | 39 |
|
2013
Q2 | $2.73M | Buy |
+45,980
| New | +$2.73M | 0.53% | 73 |
|