Plante Moran Financial Advisors’s Ultimate Software Group Inc ULTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2
| Closed | -$1K | – | 1001 |
|
|
2018
Q3 | $1K | Sell |
2
-6
| -75% | -$3K | ﹤0.01% | 741 |
|
|
2018
Q2 | $2K | Sell |
8
-1
| -11% | -$250 | ﹤0.01% | 748 |
|
|
2018
Q1 | $2K | Sell |
9
-1
| -10% | -$222 | ﹤0.01% | 877 |
|
|
2017
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 809 |
|
|
2017
Q3 | $2K | Buy |
10
+1
| +11% | +$200 | ﹤0.01% | 745 |
|
|
2017
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 766 |
|
|
2017
Q1 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 807 |
|
|
2014
Q2 | – | Sell |
-60
| Closed | -$8K | – | 871 |
|
|
2014
Q1 | $8K | Buy |
+60
| New | +$8K | 0.01% | 417 |
|