Penn Capital Management’s U.S. Xpress Enterprises, Inc. Class A Common Stock USX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-68,552
| Closed | -$411K | – | 216 |
|
|
2020
Q2 | $411K | Buy |
+68,552
| New | +$411K | 0.05% | 186 |
|
|
2019
Q1 | – | Sell |
-315,714
| Closed | -$1.77M | – | 247 |
|
|
2018
Q4 | $1.77M | Buy |
315,714
+171,947
| +120% | +$965K | 0.18% | 152 |
|
|
2018
Q3 | $1.98M | Buy |
143,767
+68,124
| +90% | +$940K | 0.15% | 171 |
|
|
2018
Q2 | $1.15M | Buy |
+75,643
| New | +$1.15M | 0.09% | 201 |
|