Arete Wealth Advisors’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 |
-5,478
| Closed | -$719K | – | 792 |
|
|
2024
Q3 | $719K | Sell |
5,478
-6,190
| -53% | -$812K | 0.06% | 280 |
|
|
2024
Q2 | $1.31M | Sell |
11,668
-460
| -4% | -$51.5K | 0.11% | 185 |
|
|
2024
Q1 | $1.37M | Buy |
12,128
+1,377
| +13% | +$156K | 0.13% | 171 |
|
|
2023
Q4 | $1.35M | Buy |
10,751
+1,940
| +22% | +$244K | 0.1% | 192 |
|
|
2023
Q3 | $902K | Buy |
+8,811
| New | +$902K | 0.16% | 144 |
|
|
2023
Q2 | – | Sell |
-7,498
| Closed | -$596K | – | 758 |
|
|
2023
Q1 | $596K | Buy |
+7,498
| New | +$596K | 0.05% | 303 |
|
|
2022
Q4 | – | Sell |
-3,052
| Closed | -$220K | – | 708 |
|
|
2022
Q3 | $220K | Buy |
+3,052
| New | +$220K | 0.02% | 498 |
|