Lenox Wealth Management’s Ultrapar UGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $5K | Sell |
1,734
-1,767
| -50% | -$5.1K | ﹤0.01% | 534 |
|
|
2020
Q1 | $8K | Buy |
3,501
+2,715
| +345% | +$6.2K | ﹤0.01% | 425 |
|
|
2019
Q4 | $5K | Buy |
786
+264
| +51% | +$1.68K | ﹤0.01% | 547 |
|
|
2019
Q3 | $2K | Sell |
522
-876
| -63% | -$3.36K | ﹤0.01% | 639 |
|
|
2019
Q2 | $7K | Buy |
1,398
+194
| +16% | +$971 | ﹤0.01% | 475 |
|
|
2019
Q1 | $7K | Buy |
1,204
+1,002
| +496% | +$5.83K | ﹤0.01% | 483 |
|
|
2018
Q4 | $4K | Buy |
+202
| New | +$4K | ﹤0.01% | 500 |
|
|
2018
Q3 | – | Sell |
-324
| Closed | -$2K | – | 671 |
|
|
2018
Q2 | $2K | Buy |
+324
| New | +$2K | ﹤0.01% | 510 |
|