Ullmann Wealth Partners Group’s GEE Group JOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-328,343
| Closed | -$168K | – | 100 |
|
|
2023
Q2 | $168K | Hold |
328,343
| – | – | 0.03% | 99 |
|
|
2023
Q1 | $136K | Hold |
328,343
| – | – | 0.03% | 92 |
|
|
2022
Q4 | $161K | Hold |
328,343
| – | – | 0.04% | 83 |
|
|
2022
Q3 | $207K | Hold |
328,343
| – | – | 0.06% | 81 |
|
|
2022
Q2 | $171K | Hold |
328,343
| – | – | 0.05% | 82 |
|
|
2022
Q1 | $181K | Hold |
328,343
| – | – | 0.05% | 81 |
|
|
2021
Q4 | $187K | Hold |
328,343
| – | – | 0.05% | 89 |
|
|
2021
Q3 | $152K | Hold |
328,343
| – | – | 0.06% | 82 |
|
|
2021
Q2 | $188K | Buy |
328,343
+216,379
| +193% | +$124K | 0.08% | 83 |
|
|
2021
Q1 | $142K | Sell |
111,964
-298,503
| -73% | -$379K | 0.06% | 84 |
|
|
2020
Q4 | $409K | Sell |
410,467
-101,810
| -20% | -$101K | 0.2% | 46 |
|
|
2020
Q3 | $512K | Buy |
+512,277
| New | +$512K | 0.29% | 39 |
|