WealthPLAN Partners’s Under Armour UAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3
| Closed | -$22 | – | 1104 |
|
|
2023
Q2 | $22 | Hold |
3
| – | – | ﹤0.01% | 1250 |
|
|
2023
Q1 | $28 | Buy |
+3
| New | +$28 | ﹤0.01% | 1310 |
|
|
2019
Q3 | – | Sell |
-12,744
| Closed | -$253K | – | 245 |
|
|
2019
Q2 | $253K | Sell |
12,744
-4,148
| -25% | -$82.3K | 0.04% | 204 |
|
|
2019
Q1 | $361K | Sell |
16,892
-572
| -3% | -$12.2K | 0.06% | 184 |
|
|
2018
Q4 | $369K | Sell |
17,464
-4,525
| -21% | -$95.6K | 0.06% | 177 |
|
|
2018
Q3 | $458K | Sell |
21,989
-1,641
| -7% | -$34.2K | 0.08% | 153 |
|
|
2018
Q2 | $531K | Buy |
23,630
+3,771
| +19% | +$84.7K | 0.11% | 134 |
|
|
2018
Q1 | $325K | Buy |
+19,859
| New | +$325K | 0.07% | 196 |
|
|
2017
Q2 | – | Sell |
-1,125
| Closed | -$22.1K | – | 406 |
|
|
2017
Q1 | $22.1K | Buy |
+1,125
| New | +$22.1K | 0.08% | 175 |
|
|
2016
Q3 | $368K | Sell |
9,555
-10,600
| -53% | -$408K | 0.12% | 104 |
|
|
2016
Q2 | $380K | Buy |
+20,155
| New | +$380K | 0.05% | 246 |
|
|
2015
Q4 | $624K | Buy |
+45,873
| New | +$624K | 0.1% | 141 |
|
|
2015
Q2 | $624K | Hold |
15,062
| – | – | 0.27% | 50 |
|
|
2015
Q1 | $601K | Buy |
+15,062
| New | +$601K | 0.28% | 63 |
|