Plante Moran Financial Advisors’s Universal Logistics Holdings ULH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-52,565
| Closed | -$754K | – | 903 |
|
|
2017
Q1 | $754K | Hold |
52,565
| – | – | 0.45% | 47 |
|
|
2016
Q4 | $859K | Hold |
52,565
| – | – | 0.54% | 37 |
|
|
2016
Q3 | $705K | Hold |
52,565
| – | – | 0.48% | 43 |
|
|
2016
Q2 | $678K | Hold |
52,565
| – | – | 0.49% | 39 |
|
|
2016
Q1 | $866K | Hold |
52,565
| – | – | 0.67% | 33 |
|
|
2015
Q4 | $738K | Hold |
52,565
| – | – | 0.55% | 39 |
|
|
2015
Q3 | $818K | Hold |
52,565
| – | – | 0.64% | 36 |
|
|
2015
Q2 | $1.15M | Hold |
52,565
| – | – | 0.82% | 25 |
|
|
2015
Q1 | $1.32M | Buy |
52,565
+28,525
| +119% | +$718K | 0.92% | 21 |
|
|
2014
Q4 | $685K | Hold |
24,040
| – | – | 0.5% | 42 |
|
|
2014
Q3 | $583K | Sell |
24,040
-7,500
| -24% | -$182K | 0.51% | 43 |
|
|
2014
Q2 | $800K | Hold |
31,540
| – | – | 0.72% | 31 |
|
|
2014
Q1 | $912K | Buy |
+31,540
| New | +$912K | 0.99% | 25 |
|