Waverly Advisors’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-570
| Closed | -$9K | – | 418 |
|
|
2015
Q1 | $9K | Hold |
570
| – | – | ﹤0.01% | 277 |
|
|
2014
Q4 | $8K | Sell |
570
-104
| -15% | -$1.46K | ﹤0.01% | 348 |
|
|
2014
Q3 | $16K | Hold |
674
| – | – | 0.01% | 384 |
|
|
2014
Q2 | $20K | Hold |
674
| – | – | 0.01% | 337 |
|
|
2014
Q1 | $18K | Buy |
674
+18
| +3% | +$481 | 0.01% | 338 |
|
|
2013
Q4 | $14K | Buy |
+656
| New | +$14K | ﹤0.01% | 514 |
|