Valley National Advisers’s Universal Technical Institute UTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-15,951
| Closed | -$103K | – | 913 |
|
|
2020
Q4 | $103K | Hold |
15,951
| – | – | 0.02% | 252 |
|
|
2020
Q3 | $81K | Hold |
15,951
| – | – | 0.02% | 249 |
|
|
2020
Q2 | $111K | Hold |
15,951
| – | – | 0.03% | 215 |
|
|
2020
Q1 | $95K | Buy |
15,951
+6,501
| +69% | +$38.7K | 0.03% | 215 |
|
|
2019
Q4 | $73K | Hold |
9,450
| – | – | 0.02% | 278 |
|
|
2019
Q3 | $51K | Hold |
9,450
| – | – | 0.01% | 304 |
|
|
2019
Q2 | $32K | Hold |
9,450
| – | – | 0.01% | 333 |
|
|
2019
Q1 | $32K | Hold |
9,450
| – | – | 0.01% | 330 |
|
|
2018
Q4 | $34K | Hold |
9,450
| – | – | 0.01% | 295 |
|
|
2018
Q3 | $25K | Buy |
9,450
+5,000
| +112% | +$13.2K | 0.01% | 329 |
|
|
2018
Q2 | $14K | Hold |
4,450
| – | – | 0.01% | 386 |
|
|
2018
Q1 | $13K | Hold |
4,450
| – | – | ﹤0.01% | 381 |
|
|
2017
Q4 | $11K | Sell |
4,450
-9,000
| -67% | -$22.2K | ﹤0.01% | 402 |
|
|
2017
Q3 | $47K | Hold |
13,450
| – | – | 0.02% | 252 |
|
|
2017
Q2 | $48K | Buy |
13,450
+3,000
| +29% | +$10.7K | 0.02% | 247 |
|
|
2017
Q1 | $36K | Buy |
10,450
+8,800
| +533% | +$30.3K | 0.01% | 271 |
|
|
2016
Q4 | $5K | Buy |
+1,650
| New | +$5K | ﹤0.01% | 492 |
|