Milestone Advisory Partners’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 |
-1,282
| Closed | -$423K | – | 56 |
|
|
2019
Q1 | $423K | Hold |
1,282
| – | – | 0.27% | 33 |
|
|
2018
Q4 | $311K | Hold |
1,282
| – | – | 0.27% | 33 |
|
|
2018
Q3 | $413K | Hold |
1,282
| – | – | 0.29% | 31 |
|
|
2018
Q2 | $330K | Hold |
1,282
| – | – | 0.25% | 36 |
|
|
2018
Q1 | $312K | Sell |
1,282
-218
| -15% | -$53.1K | 0.23% | 36 |
|
|
2017
Q4 | $327K | Buy |
+1,500
| New | +$327K | 0.24% | 36 |
|