Capital Analysts LLC’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-8
| Closed | -$1K | – | 1214 |
|
2023
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1154 |
|
2014
Q3 | – | Sell |
-117,633
| Closed | -$1.89M | – | 398 |
|
2014
Q2 | $1.89M | Buy |
117,633
+11,511
| +11% | +$185K | 0.46% | 57 |
|
2014
Q1 | $1.96M | Sell |
106,122
-4,809
| -4% | -$88.7K | 0.51% | 48 |
|
2013
Q4 | $1.93M | Buy |
110,931
+105,171
| +1,826% | +$1.83M | 0.52% | 52 |
|
2013
Q3 | $80.6K | Hold |
5,760
| – | – | 0.02% | 175 |
|
2013
Q2 | $76.6K | Buy |
+5,760
| New | +$76.6K | 0.02% | 174 |
|