Optimum Investment Advisors’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
Q3 | – | Sell |
-260
| Closed | – | – | 1043 |
|
|
2019
Q2 | $0 | Hold |
260
| – | – | ﹤0.01% | 1029 |
|
|
2019
Q1 | $0 | Hold |
260
| – | – | ﹤0.01% | 1045 |
|
|
2018
Q4 | $0 | Hold |
260
| – | – | ﹤0.01% | 1059 |
|
|
2018
Q3 | $0 | Hold |
260
| – | – | ﹤0.01% | 1095 |
|
|
2018
Q2 | $1K | Hold |
260
| – | – | ﹤0.01% | 1017 |
|
|
2018
Q1 | $1K | Buy |
+260
| New | +$1K | ﹤0.01% | 980 |
|
|
2015
Q1 | $14K | Hold |
880
| – | – | ﹤0.01% | 761 |
|
|
2014
Q4 | $12K | Hold |
880
| – | – | ﹤0.01% | 821 |
|
|
2014
Q3 | $20K | Sell |
880
-1,000
| -53% | -$22.7K | 0.01% | 641 |
|
|
2014
Q2 | $56K | Buy |
1,880
+1,000
| +114% | +$29.8K | 0.02% | 466 |
|
|
2014
Q1 | $24K | Sell |
880
-1,000
| -53% | -$27.3K | 0.01% | 490 |
|
|
2013
Q4 | $41K | Hold |
1,880
| – | – | 0.02% | 418 |
|
|
2013
Q3 | $39K | Buy |
+1,880
| New | +$39K | 0.02% | 402 |
|