Westside Investment Management’s Urgent.ly ULY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06K | Hold |
166
| – | – | ﹤0.01% | 1236 |
|
|
2025
Q1 | $775 | Sell |
166
-1
| -0.6% | -$5 | ﹤0.01% | 938 |
|
|
2024
Q4 | $1.02K | Hold |
167
| – | – | ﹤0.01% | 943 |
|
|
2024
Q3 | $1.36K | Hold |
167
| – | – | ﹤0.01% | 932 |
|
|
2024
Q2 | $3.44K | Hold |
167
| – | – | ﹤0.01% | 817 |
|
|
2024
Q1 | $3.76K | Hold |
167
| – | – | ﹤0.01% | 763 |
|
|
2023
Q4 | $6.34K | Buy |
+167
| New | +$6.34K | ﹤0.01% | 670 |
|