Mount Yale Investment Advisors’s Urban Outfitters URBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,044
| Closed | -$207K | – | 494 |
|
|
2021
Q4 | $207K | Sell |
7,044
-106
| -1% | -$3.12K | 0.02% | 438 |
|
|
2021
Q3 | $212K | Buy |
7,150
+46
| +0.6% | +$1.36K | 0.02% | 436 |
|
|
2021
Q2 | $293K | Sell |
7,104
-74
| -1% | -$3.05K | 0.04% | 324 |
|
|
2021
Q1 | $267K | Buy |
+7,178
| New | +$267K | 0.03% | 339 |
|
|
2018
Q4 | – | Sell |
-2,979
| Closed | -$121K | – | 764 |
|
|
2018
Q3 | $121K | Buy |
2,979
+543
| +22% | +$22.1K | 0.02% | 382 |
|
|
2018
Q2 | $109K | Buy |
+2,436
| New | +$109K | 0.02% | 432 |
|