WFG Advisors’s Under Armour UAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $132K | Buy |
6,074
+1,079
| +22% | +$23.4K | 0.03% | 467 |
|
|
2017
Q1 | $99K | Sell |
4,995
-1,654
| -25% | -$32.8K | 0.03% | 481 |
|
|
2016
Q4 | $193K | Buy |
6,649
+2,833
| +74% | +$82.2K | 0.05% | 396 |
|
|
2016
Q3 | $148K | Hold |
3,816
| – | – | 0.04% | 436 |
|
|
2016
Q2 | $153K | Buy |
3,816
+3,101
| +434% | +$124K | 0.04% | 399 |
|
|
2016
Q1 | $30K | Sell |
715
-244
| -25% | -$10.2K | 0.01% | 798 |
|
|
2015
Q4 | $38K | Sell |
959
-5,351
| -85% | -$212K | 0.01% | 735 |
|
|
2015
Q3 | $303K | Sell |
6,310
-2,806
| -31% | -$135K | 0.09% | 215 |
|
|
2015
Q2 | $378K | Sell |
9,116
-3,964
| -30% | -$164K | 0.1% | 213 |
|
|
2015
Q1 | $524K | Buy |
13,080
+5,156
| +65% | +$207K | 0.15% | 162 |
|
|
2014
Q4 | $267K | Sell |
7,924
-5,035
| -39% | -$170K | 0.05% | 356 |
|
|
2014
Q3 | $445K | Sell |
12,959
-1,219
| -9% | -$41.9K | 0.08% | 276 |
|
|
2014
Q2 | $419K | Buy |
14,178
+8,901
| +169% | +$263K | 0.08% | 290 |
|
|
2014
Q1 | $150K | Hold |
5,277
| – | – | 0.03% | 502 |
|
|
2013
Q4 | $114K | Sell |
5,277
-202
| -4% | -$4.36K | 0.02% | 695 |
|
|
2013
Q3 | $108K | Buy |
5,479
+202
| +4% | +$3.98K | 0.02% | 683 |
|
|
2013
Q2 | $78K | Buy |
+5,277
| New | +$78K | 0.01% | 748 |
|