TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-47
| Closed | -$16K | – | 787 |
|
|
2019
Q1 | $16K | Hold |
47
| – | – | 0.01% | 399 |
|
|
2018
Q4 | $12K | Hold |
47
| – | – | 0.01% | 421 |
|
|
2018
Q3 | $15K | Hold |
47
| – | – | 0.01% | 425 |
|
|
2018
Q2 | $12K | Hold |
47
| – | – | 0.01% | 463 |
|
|
2018
Q1 | $11K | Hold |
47
| – | – | 0.01% | 442 |
|
|
2017
Q4 | $10K | Buy |
+47
| New | +$10K | ﹤0.01% | 519 |
|