Advisor Partners’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $378K | Buy |
11,038
+749
| +7% | +$25.7K | 0.03% | 566 |
|
|
2022
Q1 | $320K | Buy |
10,289
+1,611
| +19% | +$50.1K | 0.02% | 654 |
|
|
2021
Q4 | $202K | Buy |
+8,678
| New | +$202K | 0.01% | 827 |
|
|
2021
Q3 | – | Sell |
-7,781
| Closed | -$216K | – | 849 |
|
|
2021
Q2 | $216K | Sell |
7,781
-129
| -2% | -$3.58K | 0.01% | 769 |
|
|
2021
Q1 | $275K | Buy |
+7,910
| New | +$275K | 0.02% | 663 |
|
|
2020
Q3 | – | Sell |
-9,478
| Closed | -$263K | – | 714 |
|
|
2020
Q2 | $263K | Buy |
+9,478
| New | +$263K | 0.02% | 561 |
|