Simplicity Wealth’s Universal Technical Institute UTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-32,720
Closed -$532K 506
2024
Q3
$532K Sell
32,720
-159
-0.5% -$2.59K 0.05% 283
2024
Q2
$517K Sell
32,879
-1,103
-3% -$17.4K 0.01% 748
2024
Q1
$542K Buy
+33,982
New +$542K 0.01% 704