Arete Wealth Advisors’s UFP Technologies UFPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Buy
+902
New +$220K 0.02% 669
2025
Q1
Sell
-958
Closed -$233K 810
2024
Q4
$233K Buy
958
+49
+5% +$11.9K 0.02% 646
2024
Q3
$287K Buy
909
+89
+11% +$28.1K 0.02% 537
2024
Q2
$215K Buy
+820
New +$215K 0.02% 637