Brinker Capital’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,717
| Closed | -$219K | – | 984 |
|
|
2020
Q1 | $219K | Sell |
6,717
-2,587
| -28% | -$84.3K | 0.01% | 842 |
|
|
2019
Q4 | $407K | Sell |
9,304
-17,540
| -65% | -$767K | 0.01% | 775 |
|
|
2019
Q3 | $1.26M | Buy |
26,844
+1,723
| +7% | +$80.9K | 0.04% | 415 |
|
|
2019
Q2 | $1.22M | Buy |
25,121
+1,391
| +6% | +$67.4K | 0.04% | 410 |
|
|
2019
Q1 | $1.04M | Sell |
23,730
-1,498
| -6% | -$65.5K | 0.04% | 447 |
|
|
2018
Q4 | $1.4M | Sell |
25,228
-729
| -3% | -$40.4K | 0.06% | 308 |
|
|
2018
Q3 | $1.32M | Sell |
25,957
-1,845
| -7% | -$93.7K | 0.05% | 411 |
|
|
2018
Q2 | $1.52M | Buy |
27,802
+53
| +0.2% | +$2.89K | 0.06% | 356 |
|
|
2018
Q1 | $1.33M | Buy |
27,749
+55
| +0.2% | +$2.63K | 0.05% | 390 |
|
|
2017
Q4 | $1.26M | Sell |
27,694
-893
| -3% | -$40.7K | 0.05% | 355 |
|
|
2017
Q3 | $1.31M | Sell |
28,587
-1,317
| -4% | -$60.4K | 0.05% | 337 |
|
|
2017
Q2 | $1.32M | Buy |
29,904
+667
| +2% | +$29.4K | 0.06% | 311 |
|
|
2017
Q1 | $1.25M | Buy |
+29,237
| New | +$1.25M | 0.06% | 305 |
|