Wolf Group Capital Advisors’s United Therapeutics UTHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-2,250
| Closed | -$255K | – | 102 |
|
2018
Q2 | $255K | Sell |
2,250
-1,570
| -41% | -$178K | 0.17% | 87 |
|
2018
Q1 | $429K | Sell |
3,820
-6,140
| -62% | -$690K | 0.28% | 75 |
|
2017
Q4 | $1.47M | Sell |
9,960
-2,331
| -19% | -$345K | 0.92% | 48 |
|
2017
Q3 | $1.47M | Sell |
12,291
-1,606
| -12% | -$192K | 1.02% | 42 |
|
2017
Q2 | $1.8M | Sell |
13,897
-1,031
| -7% | -$134K | 1.39% | 30 |
|
2017
Q1 | $2.02M | Buy |
14,928
+463
| +3% | +$62.7K | 1.33% | 30 |
|
2016
Q4 | $2.08M | Buy |
14,465
+8,280
| +134% | +$1.19M | 1.39% | 28 |
|
2016
Q3 | $730K | Buy |
6,185
+745
| +14% | +$87.9K | 0.51% | 66 |
|
2016
Q2 | $576K | Buy |
5,440
+112
| +2% | +$11.9K | 0.43% | 65 |
|
2016
Q1 | $594K | Buy |
5,328
+948
| +22% | +$106K | 0.45% | 61 |
|
2015
Q4 | $686K | Buy |
+4,380
| New | +$686K | 0.51% | 64 |
|