LPL Financial’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
Q3 | – | Sell |
-11,989
| Closed | -$345K | – | 4722 |
|
|
2023
Q2 | $345K | Sell |
11,989
-19,640
| -62% | -$566K | ﹤0.01% | 3688 |
|
|
2023
Q1 | $922K | Buy |
+31,629
| New | +$922K | ﹤0.01% | 2809 |
|
|
2022
Q4 | – | Sell |
-10,327
| Closed | -$328K | – | 4527 |
|
|
2022
Q3 | $328K | Buy |
+10,327
| New | +$328K | ﹤0.01% | 3488 |
|