Raymond James Financial Services Advisors’s UQM Technologies, Inc. UQM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-564,266
| Closed | -$931K | – | 2918 |
|
2019
Q2 | $931K | Hold |
564,266
| – | – | ﹤0.01% | 1543 |
|
2019
Q1 | $931K | Sell |
564,266
-80
| -0% | -$132 | ﹤0.01% | 1500 |
|
2018
Q4 | $480K | Buy |
564,346
+40,080
| +8% | +$34.1K | ﹤0.01% | 1699 |
|
2018
Q3 | $687K | Buy |
524,266
+200,000
| +62% | +$262K | ﹤0.01% | 1690 |
|
2018
Q2 | $324K | Buy |
+324,266
| New | +$324K | ﹤0.01% | 2178 |
|
2018
Q1 | – | Sell |
-324,266
| Closed | -$451K | – | 2743 |
|
2017
Q4 | $451K | Buy |
324,266
+50,000
| +18% | +$69.5K | ﹤0.01% | 1764 |
|
2017
Q3 | $315K | Hold |
274,266
| – | – | ﹤0.01% | 1997 |
|
2017
Q2 | $233K | Buy |
274,266
+50,000
| +22% | +$42.5K | ﹤0.01% | 2117 |
|
2017
Q1 | $108K | Hold |
224,266
| – | – | ﹤0.01% | 2245 |
|
2016
Q4 | $96K | Hold |
224,266
| – | – | ﹤0.01% | 2188 |
|
2016
Q3 | $138K | Buy |
224,266
+100
| +0% | +$62 | ﹤0.01% | 2105 |
|
2016
Q2 | $141K | Hold |
224,166
| – | – | ﹤0.01% | 2052 |
|
2016
Q1 | $128K | Buy |
+224,166
| New | +$128K | ﹤0.01% | 1861 |
|
2015
Q3 | – | Sell |
-321,616
| Closed | -$277K | – | 1395 |
|
2015
Q2 | $277K | Buy |
+321,616
| New | +$277K | 0.02% | 566 |
|
2013
Q3 | – | Sell |
-179,070
| Closed | -$215K | – | 1017 |
|
2013
Q2 | $215K | Buy |
+179,070
| New | +$215K | 0.01% | 1091 |
|