Panagora Asset Management’s Utah Medical Products UTMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,643
| Closed | -$227K | – | 1292 |
|
|
2023
Q3 | $227K | Hold |
2,643
| – | – | ﹤0.01% | 1142 |
|
|
2023
Q2 | $246K | Buy |
+2,643
| New | +$246K | ﹤0.01% | 1136 |
|
|
2023
Q1 | – | Sell |
-2,737
| Closed | -$275K | – | 1546 |
|
|
2022
Q4 | $275K | Sell |
2,737
-1,375
| -33% | -$138K | ﹤0.01% | 1300 |
|
|
2022
Q3 | $351K | Sell |
4,112
-2,670
| -39% | -$228K | ﹤0.01% | 1233 |
|
|
2022
Q2 | $583K | Hold |
6,782
| – | – | ﹤0.01% | 1105 |
|
|
2022
Q1 | $609K | Buy |
6,782
+1,824
| +37% | +$164K | ﹤0.01% | 1140 |
|
|
2021
Q4 | $496K | Hold |
4,958
| – | – | ﹤0.01% | 1214 |
|
|
2021
Q3 | $460K | Hold |
4,958
| – | – | ﹤0.01% | 1344 |
|
|
2021
Q2 | $422K | Buy |
4,958
+1,498
| +43% | +$128K | ﹤0.01% | 1393 |
|
|
2021
Q1 | $300K | Buy |
3,460
+375
| +12% | +$32.5K | ﹤0.01% | 1567 |
|
|
2020
Q4 | $260K | Buy |
3,085
+2,342
| +315% | +$197K | ﹤0.01% | 1481 |
|
|
2020
Q3 | $59K | Hold |
743
| – | – | ﹤0.01% | 1972 |
|
|
2020
Q2 | $66K | Hold |
743
| – | – | ﹤0.01% | 1913 |
|
|
2020
Q1 | $70K | Hold |
743
| – | – | ﹤0.01% | 1805 |
|
|
2019
Q4 | $80K | Sell |
743
-950
| -56% | -$102K | ﹤0.01% | 1848 |
|
|
2019
Q3 | $162K | Hold |
1,693
| – | – | ﹤0.01% | 1691 |
|
|
2019
Q2 | $162K | Hold |
1,693
| – | – | ﹤0.01% | 1850 |
|
|
2019
Q1 | $149K | Buy |
+1,693
| New | +$149K | ﹤0.01% | 1789 |
|
|
2017
Q3 | – | Sell |
-469
| Closed | -$34K | – | 2494 |
|
|
2017
Q2 | $34K | Hold |
469
| – | – | ﹤0.01% | 2147 |
|
|
2017
Q1 | $29K | Sell |
469
-285
| -38% | -$17.6K | ﹤0.01% | 2108 |
|
|
2016
Q4 | $54K | Buy |
754
+747
| +10,671% | +$53.5K | ﹤0.01% | 2087 |
|
|
2016
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 2464 |
|