M Holdings Securities’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-12,619
| Closed | -$10K | – | 383 |
|
|
2018
Q4 | $10K | Hold |
12,619
| – | – | ﹤0.01% | 326 |
|
|
2018
Q3 | $14K | Buy |
12,619
+130
| +1% | +$144 | ﹤0.01% | 349 |
|
|
2018
Q2 | $29K | Hold |
12,489
| – | – | 0.01% | 340 |
|
|
2018
Q1 | $52K | Buy |
12,489
+156
| +1% | +$650 | 0.02% | 313 |
|
|
2017
Q4 | $112K | Sell |
12,333
-156
| -1% | -$1.42K | 0.03% | 306 |
|
|
2017
Q3 | $108K | Buy |
+12,489
| New | +$108K | 0.03% | 303 |
|
|
2014
Q4 | – | Sell |
-700
| Closed | -$22K | – | 479 |
|
|
2014
Q3 | $22K | Buy |
+700
| New | +$22K | 0.01% | 512 |
|