BerganKDV Wealth Management’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.39M | Buy |
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|
2023
Q1 | $1.13M | Sell |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $898K | Buy |
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|
2022
Q2 | $835K | Buy |
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|
2022
Q1 | $882K | Buy |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $690K | Sell |
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|
2021
Q2 | $769K | Buy |
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|
2021
Q1 | $772K | Buy |
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|
2020
Q4 | $563K | Sell |
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|
2020
Q3 | $582K | Buy |
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