Charter Oak Capital Management’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 |
-250
| Closed | -$20K | – | 837 |
|
|
2022
Q2 | $20K | Hold |
250
| – | – | ﹤0.01% | 477 |
|
|
2022
Q1 | $17K | Hold |
250
| – | – | ﹤0.01% | 550 |
|
|
2021
Q4 | $18K | Hold |
250
| – | – | ﹤0.01% | 530 |
|
|
2021
Q3 | $15K | Hold |
250
| – | – | ﹤0.01% | 514 |
|
|
2021
Q2 | $14K | Hold |
250
| – | – | ﹤0.01% | 521 |
|
|
2021
Q1 | $12K | Hold |
250
| – | – | ﹤0.01% | 524 |
|
|
2020
Q4 | $12K | Buy |
+250
| New | +$12K | ﹤0.01% | 487 |
|