Steward Partners Investment Advisory’s Ultimate Software Group Inc ULTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-68
| Closed | -$22K | – | 2541 |
|
|
2018
Q3 | $22K | Buy |
68
+31
| +84% | +$10K | ﹤0.01% | 1528 |
|
|
2018
Q2 | $10K | Hold |
37
| – | – | ﹤0.01% | 1759 |
|
|
2018
Q1 | $9K | Sell |
37
-17
| -31% | -$4.14K | ﹤0.01% | 1628 |
|
|
2017
Q4 | $11K | Buy |
54
+37
| +218% | +$7.54K | ﹤0.01% | 1334 |
|
|
2017
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 1449 |
|
|
2017
Q2 | $3K | Hold |
17
| – | – | ﹤0.01% | 1378 |
|
|
2017
Q1 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 1276 |
|