Oliver Luxxe Assets’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-63,512
| Closed | -$853K | – | 180 |
|
|
2023
Q3 | $853K | Buy |
63,512
+34,820
| +121% | +$468K | 0.22% | 103 |
|
|
2023
Q2 | $469K | Buy |
28,692
+1,522
| +6% | +$24.9K | 0.12% | 139 |
|
|
2023
Q1 | $447K | Buy |
+27,170
| New | +$447K | 0.12% | 139 |
|
|
2021
Q3 | – | Sell |
-23,485
| Closed | -$512K | – | 214 |
|
|
2021
Q2 | $512K | Buy |
23,485
+5,385
| +30% | +$117K | 0.14% | 123 |
|
|
2021
Q1 | $449K | Buy |
18,100
+4,410
| +32% | +$109K | 0.13% | 127 |
|
|
2020
Q4 | $300K | Buy |
+13,690
| New | +$300K | 0.09% | 149 |
|