Arkadios Wealth Advisors’s UFP Technologies UFPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-190
| Closed | -$9K | – | 2044 |
|
|
2021
Q1 | $9K | Hold |
190
| – | – | ﹤0.01% | 1235 |
|
|
2020
Q4 | $8K | Sell |
190
-1,695
| -90% | -$71.4K | ﹤0.01% | 1027 |
|
|
2020
Q3 | $75.7K | Sell |
1,885
-56
| -3% | -$2.25K | 0.04% | 336 |
|
|
2020
Q2 | $90.1K | Buy |
1,941
+1,628
| +520% | +$75.6K | 0.05% | 272 |
|
|
2020
Q1 | $11.9K | Hold |
313
| – | – | 0.01% | 600 |
|
|
2019
Q4 | $15.7K | Buy |
+313
| New | +$15.7K | 0.01% | 505 |
|