Brinker Capital Investments’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,663
| Closed | -$210K | – | 1805 |
|
|
2024
Q1 | $210K | Buy |
9,663
+8
| +0.1% | +$174 | ﹤0.01% | 1605 |
|
|
2023
Q4 | $204K | Buy |
+9,655
| New | +$204K | ﹤0.01% | 1577 |
|
|
2022
Q4 | – | Sell |
-7,188
| Closed | -$206K | – | 1393 |
|
|
2022
Q3 | $206K | Sell |
7,188
-69
| -1% | -$1.98K | ﹤0.01% | 1268 |
|
|
2022
Q2 | $248K | Sell |
7,257
-1,603
| -18% | -$54.8K | ﹤0.01% | 1232 |
|
|
2022
Q1 | $275K | Buy |
+8,860
| New | +$275K | ﹤0.01% | 1254 |
|
|
2021
Q4 | – | Sell |
-7,583
| Closed | -$210K | – | 1439 |
|
|
2021
Q3 | $210K | Hold |
7,583
| – | – | ﹤0.01% | 1247 |
|
|
2021
Q2 | $210K | Buy |
7,583
+64
| +0.9% | +$1.77K | ﹤0.01% | 1300 |
|
|
2021
Q1 | $262K | Buy |
+7,519
| New | +$262K | ﹤0.01% | 1088 |
|