SeaCrest Wealth Management’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-38,460
| Closed | -$640K | – | 666 |
|
2024
Q2 | $640K | Sell |
38,460
-285
| -0.7% | -$4.74K | 0.07% | 266 |
|
2024
Q1 | $714K | Sell |
38,745
-540
| -1% | -$9.96K | 0.09% | 236 |
|
2023
Q4 | $675K | Buy |
+39,285
| New | +$675K | 0.08% | 247 |
|
2021
Q2 | – | Sell |
-8,500
| Closed | -$211K | – | 720 |
|
2021
Q1 | $211K | Buy |
+8,500
| New | +$211K | 0.03% | 595 |
|