Bailard’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,962
| Closed | -$713K | – | 815 |
|
|
2023
Q3 | $713K | Hold |
6,962
| – | – | 0.02% | 328 |
|
|
2023
Q2 | $676K | Sell |
6,962
-400
| -5% | -$38.8K | 0.02% | 323 |
|
|
2023
Q1 | $585K | Buy |
7,362
+4,300
| +140% | +$342K | 0.02% | 358 |
|
|
2022
Q4 | $243K | Sell |
3,062
-4,394
| -59% | -$348K | 0.01% | 588 |
|
|
2022
Q3 | $538K | Buy |
7,456
+2,000
| +37% | +$144K | 0.02% | 351 |
|
|
2022
Q2 | $372K | Buy |
+5,456
| New | +$372K | 0.01% | 433 |
|
|
2020
Q3 | – | Sell |
-4,100
| Closed | -$203K | – | 617 |
|
|
2020
Q2 | $203K | Buy |
+4,100
| New | +$203K | 0.01% | 437 |
|