Shepherd Kaplan Krochuk’s United Therapeutics UTHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,400
| Closed | -$283K | – | 337 |
|
|
2016
Q3 | $283K | Sell |
2,400
-917
| -28% | -$108K | 0.06% | 197 |
|
|
2016
Q2 | $351K | Buy |
3,317
+917
| +38% | +$97K | 0.09% | 153 |
|
|
2016
Q1 | $267K | Sell |
2,400
-1,452
| -38% | -$162K | 0.08% | 179 |
|
|
2015
Q4 | $603K | Buy |
+3,852
| New | +$603K | 0.16% | 87 |
|
|
2015
Q1 | – | Sell |
-1,559
| Closed | -$202K | – | 441 |
|
|
2014
Q4 | $202K | Sell |
1,559
-1,190
| -43% | -$154K | 0.03% | 324 |
|
|
2014
Q3 | $354K | Buy |
+2,749
| New | +$354K | 0.05% | 249 |
|