Asset Planning Services (Pennsylvania)’s UNIFI UFI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-1,530
| Closed | -$34K | – | 242 |
|
2019
Q3 | $34K | Hold |
1,530
| – | – | 0.01% | 151 |
|
2019
Q2 | $28K | Hold |
1,530
| – | – | 0.01% | 153 |
|
2019
Q1 | $30K | Hold |
1,530
| – | – | 0.01% | 154 |
|
2018
Q4 | $35K | Hold |
1,530
| – | – | 0.02% | 140 |
|
2018
Q3 | $41K | Hold |
1,530
| – | – | 0.02% | 135 |
|
2018
Q2 | $49K | Hold |
1,530
| – | – | 0.02% | 130 |
|
2018
Q1 | $55K | Hold |
1,530
| – | – | 0.03% | 124 |
|
2017
Q4 | $55K | Hold |
1,530
| – | – | 0.03% | 129 |
|
2017
Q3 | $55K | Hold |
1,530
| – | – | 0.03% | 135 |
|
2017
Q2 | $47K | Hold |
1,530
| – | – | 0.03% | 140 |
|
2017
Q1 | $43K | Hold |
1,530
| – | – | 0.03% | 156 |
|
2016
Q4 | $50K | Hold |
1,530
| – | – | 0.04% | 134 |
|
2016
Q3 | $45K | Hold |
1,530
| – | – | 0.04% | 129 |
|
2016
Q2 | $42K | Hold |
1,530
| – | – | 0.04% | 147 |
|
2016
Q1 | $35K | Hold |
1,530
| – | – | 0.03% | 151 |
|
2015
Q4 | $43K | Hold |
1,530
| – | – | 0.04% | 112 |
|
2015
Q3 | $46K | Sell |
1,530
-470
| -24% | -$14.1K | 0.05% | 103 |
|
2015
Q2 | $67K | Buy |
+2,000
| New | +$67K | 0.06% | 93 |
|