Altus Wealth Group’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,757
| Closed | -$231K | – | 151 |
|
2024
Q3 | $231K | Buy |
+1,757
| New | +$231K | 0.1% | 126 |
|
2024
Q2 | – | Sell |
-1,860
| Closed | -$229K | – | 147 |
|
2024
Q1 | $229K | Sell |
1,860
-235
| -11% | -$28.9K | 0.11% | 121 |
|
2023
Q4 | $263K | Hold |
2,095
| – | – | 0.15% | 117 |
|
2023
Q3 | $215K | Buy |
+2,095
| New | +$215K | 0.14% | 117 |
|