BAM
Baldrige Asset Management’s UFP Industries UFPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $767K | Buy |
9,649
+4
| +0% | +$318 | 0.31% | 59 |
|
|
2022
Q4 | $764K | Hold |
9,645
| – | – | 0.34% | 56 |
|
|
2022
Q3 | $696K | Hold |
9,645
| – | – | 0.33% | 59 |
|
|
2022
Q2 | $657K | Hold |
9,645
| – | – | 0.3% | 62 |
|
|
2022
Q1 | $744K | Hold |
9,645
| – | – | 0.3% | 62 |
|
|
2021
Q4 | $887K | Hold |
9,645
| – | – | 0.35% | 56 |
|
|
2021
Q3 | $656K | Hold |
9,645
| – | – | 0.27% | 59 |
|
|
2021
Q2 | $717K | Buy |
+9,645
| New | +$717K | 0.31% | 55 |
|
|
2020
Q3 | – | Sell |
-9,645
| Closed | -$478K | – | 81 |
|
|
2020
Q2 | $478K | Hold |
9,645
| – | – | 0.36% | 52 |
|
|
2020
Q1 | $359K | Hold |
9,645
| – | – | 0.31% | 53 |
|
|
2019
Q4 | $460K | Buy |
9,645
+2,625
| +37% | +$125K | 0.38% | 49 |
|
|
2019
Q3 | $280K | Hold |
7,020
| – | – | 0.25% | 61 |
|
|
2019
Q2 | $267K | Buy |
+7,020
| New | +$267K | 0.25% | 61 |
|