Buckingham Strategic Wealth’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,399
| Closed | -$207K | – | 474 |
|
|
2019
Q3 | $207K | Hold |
4,399
| – | – | 0.02% | 402 |
|
|
2019
Q2 | $213K | Buy |
+4,399
| New | +$213K | 0.02% | 406 |
|
|
2019
Q1 | – | Sell |
-4,399
| Closed | -$244K | – | 426 |
|
|
2018
Q4 | $244K | Hold |
4,399
| – | – | 0.04% | 298 |
|
|
2018
Q3 | $223K | Hold |
4,399
| – | – | 0.03% | 328 |
|
|
2018
Q2 | $240K | Buy |
+4,399
| New | +$240K | 0.04% | 304 |
|