SWM
Selective Wealth Management’s Universal Technical Institute UTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,000
| Closed | -$5K | – | 690 |
|
|
2022
Q3 | $5K | Sell |
1,000
-4,000
| -80% | -$20K | ﹤0.01% | 603 |
|
|
2022
Q2 | $36K | Sell |
5,000
-100
| -2% | -$720 | 0.01% | 373 |
|
|
2022
Q1 | $45K | Hold |
5,100
| – | – | 0.02% | 324 |
|
|
2021
Q4 | $40K | Hold |
5,100
| – | – | 0.02% | 310 |
|
|
2021
Q3 | $34K | Hold |
5,100
| – | – | 0.02% | 308 |
|
|
2021
Q2 | $33K | Sell |
5,100
-6,000
| -54% | -$38.8K | 0.03% | 232 |
|
|
2021
Q1 | $65K | Hold |
11,100
| – | – | 0.06% | 111 |
|
|
2020
Q4 | $72K | Hold |
11,100
| – | – | 0.05% | 93 |
|
|
2020
Q3 | $56K | Hold |
11,100
| – | – | 0.04% | 94 |
|
|
2020
Q2 | $77K | Buy |
+11,100
| New | +$77K | 0.06% | 86 |
|