Waverly Advisors’s Urban Outfitters URBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-2,200
| Closed | -$81K | – | 670 |
|
|
2014
Q3 | $81K | Hold |
2,200
| – | – | 0.04% | 161 |
|
|
2014
Q2 | $74K | Hold |
2,200
| – | – | 0.03% | 189 |
|
|
2014
Q1 | $80K | Sell |
2,200
-3,600
| -62% | -$131K | 0.04% | 170 |
|
|
2013
Q4 | $215K | Buy |
5,800
+2,200
| +61% | +$81.6K | 0.08% | 140 |
|
|
2013
Q3 | $132K | Buy |
+3,600
| New | +$132K | 0.07% | 130 |
|