Valeo Financial Advisors’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 |
-11
| Closed | -$4K | – | 1712 |
|
2019
Q1 | $4K | Hold |
11
| – | – | ﹤0.01% | 1256 |
|
2018
Q4 | $3K | Sell |
11
-17
| -61% | -$4.64K | ﹤0.01% | 1238 |
|
2018
Q3 | $8K | Sell |
28
-6
| -18% | -$1.71K | ﹤0.01% | 1056 |
|
2018
Q2 | $10K | Sell |
34
-49
| -59% | -$14.4K | ﹤0.01% | 945 |
|
2018
Q1 | $20K | Buy |
83
+39
| +89% | +$9.4K | ﹤0.01% | 720 |
|
2017
Q4 | $10K | Sell |
44
-7
| -14% | -$1.59K | ﹤0.01% | 844 |
|
2017
Q3 | $10K | Buy |
+51
| New | +$10K | ﹤0.01% | 701 |
|