Stratos Wealth Partners’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-11,200
| Closed | -$192K | – | 1303 |
|
2021
Q3 | $192K | Buy |
11,200
+1,150
| +11% | +$19.7K | ﹤0.01% | 1114 |
|
2021
Q2 | $219K | Buy |
10,050
+100
| +1% | +$2.18K | 0.01% | 1088 |
|
2021
Q1 | $247K | Buy |
9,950
+850
| +9% | +$21.1K | 0.01% | 962 |
|
2020
Q4 | $201K | Buy |
+9,100
| New | +$201K | 0.01% | 1005 |
|