Wellspring Financial Advisors’s Urgent.ly ULY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,802
| Closed | -$11K | – | 149 |
|
|
2024
Q4 | $11K | Hold |
1,802
| – | – | ﹤0.01% | 146 |
|
|
2024
Q3 | $14.7K | Hold |
1,802
| – | – | ﹤0.01% | 166 |
|
|
2024
Q2 | $37.2K | Hold |
1,802
| – | – | 0.01% | 151 |
|
|
2024
Q1 | $40.6K | Hold |
1,802
| – | – | 0.01% | 141 |
|
|
2023
Q4 | $68.5K | Buy |
+1,802
| New | +$68.5K | 0.02% | 136 |
|