Benjamin F. Edwards & Company’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-480
| Closed | -$60K | – | 2262 |
|
2023
Q4 | $60K | Buy |
+480
| New | +$60K | ﹤0.01% | 1219 |
|
2023
Q2 | – | Sell |
-480
| Closed | -$38K | – | 1847 |
|
2023
Q1 | $38K | Hold |
480
| – | – | ﹤0.01% | 1159 |
|
2022
Q4 | $38K | Sell |
480
-20
| -4% | -$1.58K | ﹤0.01% | 1148 |
|
2022
Q3 | $36K | Hold |
500
| – | – | ﹤0.01% | 1131 |
|
2022
Q2 | $34K | Hold |
500
| – | – | ﹤0.01% | 1131 |
|
2022
Q1 | $39K | Hold |
500
| – | – | ﹤0.01% | 1088 |
|
2021
Q4 | $46K | Sell |
500
-200
| -29% | -$18.4K | ﹤0.01% | 1075 |
|
2021
Q3 | $48K | Hold |
700
| – | – | ﹤0.01% | 1037 |
|
2021
Q2 | $52K | Hold |
700
| – | – | ﹤0.01% | 1015 |
|
2021
Q1 | $53K | Hold |
700
| – | – | ﹤0.01% | 987 |
|
2020
Q4 | $39K | Hold |
700
| – | – | ﹤0.01% | 1027 |
|
2020
Q3 | $40K | Hold |
700
| – | – | ﹤0.01% | 951 |
|
2020
Q2 | $35K | Hold |
700
| – | – | ﹤0.01% | 955 |
|
2020
Q1 | $26K | Hold |
700
| – | – | ﹤0.01% | 1004 |
|
2019
Q4 | $33K | Sell |
700
-20
| -3% | -$943 | ﹤0.01% | 1082 |
|
2019
Q3 | $29K | Hold |
720
| – | – | ﹤0.01% | 1085 |
|
2019
Q2 | $27K | Sell |
720
-1,500
| -68% | -$56.3K | ﹤0.01% | 1107 |
|
2019
Q1 | $66K | Buy |
2,220
+720
| +48% | +$21.4K | 0.01% | 800 |
|
2018
Q4 | $39K | Hold |
1,500
| – | – | ﹤0.01% | 893 |
|
2018
Q3 | $53K | Hold |
1,500
| – | – | 0.01% | 846 |
|
2018
Q2 | $55K | Hold |
1,500
| – | – | 0.01% | 821 |
|
2018
Q1 | $49K | Hold |
1,500
| – | – | 0.01% | 854 |
|
2017
Q4 | $56K | Buy |
+1,500
| New | +$56K | 0.01% | 783 |
|
2016
Q1 | – | Sell |
-3
| Closed | – | – | 1195 |
|
2015
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1244 |
|