Wealthspire Advisors (Maryland)’s Ultrapar UGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-90
| Closed | -$1K | – | 1980 |
|
|
2019
Q1 | $1K | Hold |
90
| – | – | ﹤0.01% | 2395 |
|
|
2018
Q4 | $1K | Hold |
90
| – | – | ﹤0.01% | 2343 |
|
|
2018
Q3 | $0 | Buy |
+90
| New | – | ﹤0.01% | 2515 |
|
|
2017
Q3 | – | Sell |
-46
| Closed | -$1K | – | 2478 |
|
|
2017
Q2 | $1K | Buy |
46
+14
| +44% | +$304 | ﹤0.01% | 2123 |
|
|
2017
Q1 | $0 | Buy |
+32
| New | – | ﹤0.01% | 2022 |
|