Accel Wealth Management’s United Fire Group UFCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,985
| Closed | -$52.7K | – | 820 |
|
|
2023
Q1 | $52.7K | Buy |
1,985
+1
| +0.1% | +$27 | 0.02% | 466 |
|
|
2022
Q4 | $54.3K | Buy |
1,984
+1
| +0.1% | +$27 | 0.03% | 342 |
|
|
2022
Q3 | $59K | Hold |
1,983
| – | – | 0.03% | 333 |
|
|
2022
Q2 | $66K | Hold |
1,983
| – | – | 0.04% | 303 |
|
|
2022
Q1 | $63K | Hold |
1,983
| – | – | 0.03% | 327 |
|
|
2021
Q4 | $46K | Sell |
1,983
-57
| -3% | -$1.32K | 0.02% | 393 |
|
|
2021
Q3 | $47K | Hold |
2,040
| – | – | 0.03% | 334 |
|
|
2021
Q2 | $57K | Hold |
2,040
| – | – | 0.04% | 321 |
|
|
2021
Q1 | $71K | Hold |
2,040
| – | – | 0.06% | 265 |
|
|
2020
Q4 | $51K | Buy |
+2,040
| New | +$51K | 0.05% | 292 |
|