SFWA
Summit Financial Wealth Advisors’s Under Armour Class C UA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,014
| Closed | -$187K | – | 144 |
|
|
2022
Q1 | $187K | Hold |
12,014
| – | – | 0.04% | 124 |
|
|
2021
Q4 | $219K | Hold |
12,014
| – | – | 0.04% | 127 |
|
|
2021
Q3 | $210K | Hold |
12,014
| – | – | 0.05% | 119 |
|
|
2021
Q2 | $223K | Hold |
12,014
| – | – | 0.05% | 114 |
|
|
2021
Q1 | $179K | Sell |
12,014
-694
| -5% | -$10.3K | 0.05% | 109 |
|
|
2020
Q4 | $125K | Buy |
12,708
+694
| +6% | +$6.83K | 0.03% | 97 |
|
|
2020
Q3 | $154K | Sell |
12,014
-110
| -0.9% | -$1.41K | 0.04% | 114 |
|
|
2020
Q2 | $105K | Hold |
12,124
| – | – | 0.03% | 116 |
|
|
2020
Q1 | $97K | Buy |
+12,124
| New | +$97K | 0.03% | 115 |
|
|
2019
Q3 | – | Sell |
-9,784
| Closed | -$217K | – | 153 |
|
|
2019
Q2 | $217K | Buy |
+9,784
| New | +$217K | 0.05% | 138 |
|
|
2018
Q4 | – | Sell |
-11,444
| Closed | -$198K | – | 147 |
|
|
2018
Q3 | $198K | Sell |
11,444
-1,165
| -9% | -$20.2K | 0.06% | 139 |
|
|
2018
Q2 | $181K | Hold |
12,609
| – | – | 0.06% | 132 |
|
|
2018
Q1 | $181K | Buy |
12,609
+530
| +4% | +$7.61K | 0.06% | 140 |
|
|
2017
Q4 | $161K | Buy |
+12,079
| New | +$161K | 0.06% | 139 |
|