BWM
Baystate Wealth Management’s UFP Technologies UFPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.27M | Hold |
30,632
| – | – | 0.39% | 31 |
|
|
2023
Q3 | $4.95M | Hold |
30,632
| – | – | 0.41% | 29 |
|
|
2023
Q2 | $5.94M | Sell |
30,632
-233
| -0.8% | -$45.2K | 0.49% | 26 |
|
|
2023
Q1 | $4.01M | Buy |
30,865
+47
| +0.2% | +$6.1K | 0.35% | 33 |
|
|
2022
Q4 | $3.63M | Sell |
30,818
-26
| -0.1% | -$3.07K | 0.33% | 32 |
|
|
2022
Q3 | $2.65M | Hold |
30,844
| – | – | 0.27% | 37 |
|
|
2022
Q2 | $2.45M | Buy |
30,844
+27
| +0.1% | +$2.15K | 0.24% | 39 |
|
|
2022
Q1 | $2.04M | Sell |
30,817
-630
| -2% | -$41.7K | 0.18% | 47 |
|
|
2021
Q4 | $2.21M | Buy |
31,447
+69
| +0.2% | +$4.85K | 0.2% | 39 |
|
|
2021
Q3 | $1.93M | Hold |
31,378
| – | – | 0.19% | 38 |
|
|
2021
Q2 | $1.8M | Hold |
31,378
| – | – | 0.18% | 41 |
|
|
2021
Q1 | $1.56M | Buy |
+31,378
| New | +$1.56M | 0.17% | 46 |
|