NWAM LLC’s UQM Technologies, Inc. UQM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-40,400
| Closed | -$67K | – | 412 |
|
|
2019
Q2 | $67K | Sell |
40,400
-888
| -2% | -$1.47K | 0.01% | 371 |
|
|
2019
Q1 | $68K | Hold |
41,288
| – | – | 0.01% | 350 |
|
|
2018
Q4 | $35K | Hold |
41,288
| – | – | 0.01% | 322 |
|
|
2018
Q3 | $54K | Hold |
41,288
| – | – | 0.01% | 341 |
|
|
2018
Q2 | $41K | Hold |
41,288
| – | – | 0.01% | 336 |
|
|
2018
Q1 | $53K | Sell |
41,288
-1,490
| -3% | -$1.91K | 0.01% | 339 |
|
|
2017
Q4 | $59K | Sell |
42,778
-5,500
| -11% | -$7.59K | 0.01% | 319 |
|
|
2017
Q3 | $56K | Buy |
48,278
+5,500
| +13% | +$6.38K | 0.01% | 322 |
|
|
2017
Q2 | $36K | Hold |
42,778
| – | – | 0.01% | 316 |
|
|
2017
Q1 | $21K | Sell |
42,778
-600
| -1% | -$295 | 0.01% | 308 |
|
|
2016
Q4 | $19K | Sell |
43,378
-3,600
| -8% | -$1.58K | 0.01% | 283 |
|
|
2016
Q3 | $29K | Buy |
46,978
+1,000
| +2% | +$617 | ﹤0.01% | 272 |
|
|
2016
Q2 | $29K | Sell |
45,978
-235
| -0.5% | -$148 | 0.01% | 248 |
|
|
2016
Q1 | $26K | Hold |
46,213
| – | – | 0.01% | 248 |
|
|
2015
Q4 | $31K | Buy |
46,213
+213
| +0.5% | +$143 | 0.01% | 253 |
|
|
2015
Q3 | $29K | Hold |
46,000
| – | – | 0.02% | 141 |
|
|
2015
Q2 | $40K | Sell |
46,000
-2,663
| -5% | -$2.32K | 0.02% | 245 |
|
|
2015
Q1 | $54K | Sell |
48,663
-760
| -2% | -$843 | 0.02% | 238 |
|
|
2014
Q4 | $39K | Buy |
49,423
+20,369
| +70% | +$16.1K | 0.02% | 234 |
|
|
2014
Q3 | $41K | Buy |
29,054
+11,142
| +62% | +$15.7K | 0.01% | 290 |
|
|
2014
Q2 | $41K | Buy |
17,912
+2,395
| +15% | +$5.48K | 0.01% | 296 |
|
|
2014
Q1 | $41K | Sell |
15,517
-33,396
| -68% | -$88.2K | 0.01% | 264 |
|
|
2013
Q4 | $105K | Sell |
48,913
-16,067
| -25% | -$34.5K | 0.06% | 169 |
|
|
2013
Q3 | $118K | Sell |
64,980
-33,572
| -34% | -$61K | 0.06% | 190 |
|
|
2013
Q2 | $118K | Buy |
+98,552
| New | +$118K | 0.06% | 191 |
|