W.R. Berkley Corp’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-1,153,379
| Closed | -$11.8M | – | 117 |
|
2020
Q1 | $11.8M | Buy |
1,153,379
+894,116
| +345% | +$9.15M | 1.39% | 19 |
|
2019
Q4 | $2.67M | Hold |
259,263
| – | – | 0.49% | 49 |
|
2019
Q3 | $2.64M | Hold |
259,263
| – | – | 0.44% | 55 |
|
2019
Q2 | $2.59M | Buy |
259,263
+29,772
| +13% | +$298K | 0.44% | 59 |
|
2019
Q1 | $2.28M | Buy |
+229,491
| New | +$2.28M | 0.48% | 56 |
|