Lenox Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-28
| Closed | -$9K | – | 612 |
|
|
2019
Q1 | $9K | Buy |
28
+12
| +75% | +$3.86K | ﹤0.01% | 290 |
|
|
2018
Q4 | $4K | Hold |
16
| – | – | ﹤0.01% | 308 |
|
|
2018
Q3 | $5K | Hold |
16
| – | – | ﹤0.01% | 316 |
|
|
2018
Q2 | $4K | Sell |
16
-5
| -24% | -$1.25K | ﹤0.01% | 474 |
|
|
2018
Q1 | $5K | Buy |
+21
| New | +$5K | ﹤0.01% | 424 |
|
|
2016
Q3 | – | Sell |
-32
| Closed | -$7K | – | 224 |
|
|
2016
Q2 | $7K | Hold |
32
| – | – | ﹤0.01% | 178 |
|
|
2016
Q1 | $6K | Hold |
32
| – | – | ﹤0.01% | 187 |
|
|
2015
Q4 | $6K | Buy |
+32
| New | +$6K | ﹤0.01% | 216 |
|