BRWA
B. Riley Wealth Advisors’s UFP Industries UFPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Buy |
+2,955
| New | +$294K | 0.01% | 709 |
|
|
2024
Q1 | – | Sell |
-1,605
| Closed | -$201K | – | 1523 |
|
|
2023
Q4 | $201K | Buy |
+1,605
| New | +$201K | 0.01% | 1258 |
|
|
2017
Q2 | – | Sell |
-2,641
| Closed | -$261K | – | 554 |
|
|
2017
Q1 | $261K | Sell |
2,641
-118
| -4% | -$11.7K | 0.05% | 387 |
|
|
2016
Q4 | $282K | Sell |
2,759
-2
| -0.1% | -$204 | 0.06% | 362 |
|
|
2016
Q3 | $272K | Buy |
2,761
+4
| +0.1% | +$394 | 0.05% | 434 |
|
|
2016
Q2 | $256K | Buy |
+2,757
| New | +$256K | 0.05% | 458 |
|
|
2015
Q1 | – | Sell |
-24
| Closed | -$1 | – | 1896 |
|
|
2014
Q4 | $1 | Buy |
+24
| New | +$1 | ﹤0.01% | 3578 |
|
|
2014
Q3 | – | Sell |
-6
| Closed | -$285 | – | 1810 |
|
|
2014
Q2 | $285 | Buy |
+6
| New | +$285 | ﹤0.01% | 2393 |
|