CAPTRUST Financial Advisors’s UFP Technologies UFPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-616
| Closed | -$49K | – | 3943 |
|
|
2022
Q2 | $49K | Buy |
616
+598
| +3,322% | +$47.6K | ﹤0.01% | 2776 |
|
|
2022
Q1 | $1K | Buy |
18
+2
| +13% | +$111 | ﹤0.01% | 4761 |
|
|
2021
Q4 | $1K | Sell |
16
-42
| -72% | -$2.63K | ﹤0.01% | 4637 |
|
|
2021
Q3 | $4K | Buy |
58
+3
| +5% | +$207 | ﹤0.01% | 4059 |
|
|
2021
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 4063 |
|
|
2021
Q1 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 3946 |
|