Capital Innovations’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-33,588
| Closed | -$765K | – | 70 |
|
|
2015
Q4 | $765K | Sell |
33,588
-25,128
| -43% | -$572K | 0.99% | 28 |
|
|
2015
Q3 | $1.13M | Sell |
58,716
-23,772
| -29% | -$457K | 1.28% | 24 |
|
|
2015
Q2 | $1.43M | Sell |
82,488
-2,118
| -3% | -$36.7K | 1.38% | 21 |
|
|
2015
Q1 | $1.57M | Hold |
84,606
| – | – | 1.34% | 21 |
|
|
2014
Q4 | $1.5M | Sell |
84,606
-8,574
| -9% | -$152K | 1.33% | 24 |
|
|
2014
Q3 | $1.33M | Buy |
93,180
+1,995
| +2% | +$28.4K | 1.22% | 24 |
|
|
2014
Q2 | $1.47M | Sell |
91,185
-2,190
| -2% | -$35.2K | 1.21% | 20 |
|
|
2014
Q1 | $1.72M | Hold |
93,375
| – | – | 1.48% | 20 |
|
|
2013
Q4 | $1.62M | Buy |
+93,375
| New | +$1.62M | 1.48% | 21 |
|