WIM
UPG
Wilen Investment Management’s UNIVERSAL POWER GROUP INC COM UPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-404,087
| Closed | -$485K | – | 70 |
|
|
2016
Q2 | $485K | Sell |
404,087
-5,100
| -1% | -$6.12K | 0.32% | 44 |
|
|
2016
Q1 | $450K | Sell |
409,187
-1,600
| -0.4% | -$1.76K | 0.31% | 44 |
|
|
2015
Q4 | $513K | Sell |
410,787
-82,800
| -17% | -$103K | 0.37% | 41 |
|
|
2015
Q3 | $691K | Buy |
493,587
+21,100
| +4% | +$29.5K | 0.49% | 38 |
|
|
2015
Q2 | $827K | Buy |
472,487
+19,700
| +4% | +$34.5K | 0.56% | 38 |
|
|
2015
Q1 | $815K | Sell |
452,787
-3,300
| -0.7% | -$5.94K | 0.56% | 38 |
|
|
2014
Q4 | $821K | Sell |
456,087
-700
| -0.2% | -$1.26K | 0.54% | 38 |
|
|
2014
Q3 | $731K | Hold |
456,787
| – | – | 0.46% | 41 |
|
|
2014
Q2 | $640K | Sell |
456,787
-7,100
| -2% | -$9.95K | 0.38% | 44 |
|
|
2014
Q1 | $603K | Hold |
463,887
| – | – | 0.35% | 45 |
|
|
2013
Q4 | $557K | Sell |
463,887
-20,335
| -4% | -$24.4K | 0.36% | 43 |
|
|
2013
Q3 | $775K | Sell |
484,222
-23,400
| -5% | -$37.5K | 0.52% | 36 |
|
|
2013
Q2 | $609K | Buy |
+507,622
| New | +$609K | 0.45% | 43 |
|