O'Shaughnessy Asset Management’s Universal Technical Institute UTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,008
| Closed | -$7K | – | 2439 |
|
|
2021
Q3 | $7K | Hold |
1,008
| – | – | ﹤0.01% | 2263 |
|
|
2021
Q2 | $7K | Sell |
1,008
-4,012
| -80% | -$27.9K | ﹤0.01% | 2087 |
|
|
2021
Q1 | $29K | Sell |
5,020
-21,958
| -81% | -$127K | ﹤0.01% | 1564 |
|
|
2020
Q4 | $174K | Sell |
26,978
-15,208
| -36% | -$98.1K | ﹤0.01% | 872 |
|
|
2020
Q3 | $214K | Sell |
42,186
-8,762
| -17% | -$44.4K | 0.01% | 676 |
|
|
2020
Q2 | $354K | Buy |
50,948
+3,764
| +8% | +$26.2K | 0.01% | 486 |
|
|
2020
Q1 | $280K | Buy |
47,184
+34,434
| +270% | +$204K | 0.01% | 382 |
|
|
2019
Q4 | $98K | Buy |
+12,750
| New | +$98K | ﹤0.01% | 804 |
|