BerganKDV Wealth Management’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.39M | Buy |
14,307
+99
| +0.7% | +$9.61K | 0.14% | 115 |
|
|
2023
Q1 | $1.13M | Sell |
14,208
-167
| -1% | -$13.3K | 0.12% | 124 |
|
|
2022
Q4 | $1.14M | Buy |
14,375
+1,935
| +16% | +$153K | 0.12% | 117 |
|
|
2022
Q3 | $898K | Buy |
12,440
+193
| +2% | +$13.9K | 0.11% | 126 |
|
|
2022
Q2 | $835K | Buy |
12,247
+817
| +7% | +$55.7K | 0.1% | 133 |
|
|
2022
Q1 | $882K | Buy |
11,430
+183
| +2% | +$14.1K | 0.09% | 131 |
|
|
2021
Q4 | $1.04M | Buy |
11,247
+1,097
| +11% | +$101K | 0.11% | 124 |
|
|
2021
Q3 | $690K | Sell |
10,150
-195
| -2% | -$13.3K | 0.08% | 156 |
|
|
2021
Q2 | $769K | Buy |
10,345
+172
| +2% | +$12.8K | 0.09% | 136 |
|
|
2021
Q1 | $772K | Buy |
10,173
+40
| +0.4% | +$3.04K | 0.1% | 131 |
|
|
2020
Q4 | $563K | Sell |
10,133
-164
| -2% | -$9.11K | 0.08% | 152 |
|
|
2020
Q3 | $582K | Buy |
+10,297
| New | +$582K | 0.09% | 141 |
|