Creative Planning’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-400
| Closed | -$18K | – | 3493 |
|
|
2017
Q2 | $18K | Hold |
400
| – | – | ﹤0.01% | 3218 |
|
|
2017
Q1 | $17K | Hold |
400
| – | – | ﹤0.01% | 3204 |
|
|
2016
Q4 | $20K | Hold |
400
| – | – | ﹤0.01% | 3055 |
|
|
2016
Q3 | $17K | Buy |
+400
| New | +$17K | ﹤0.01% | 3133 |
|
|
2016
Q2 | – | Sell |
-390
| Closed | -$17K | – | 4348 |
|
|
2016
Q1 | $17K | Buy |
390
+81
| +26% | +$3.53K | ﹤0.01% | 2858 |
|
|
2015
Q4 | $12K | Buy |
+309
| New | +$12K | ﹤0.01% | 3150 |
|
|
2015
Q2 | – | Sell |
-85
| Closed | -$3K | – | 2771 |
|
|
2015
Q1 | $3K | Buy |
+85
| New | +$3K | ﹤0.01% | 3683 |
|
|
2014
Q2 | – | Sell |
-200
| Closed | -$6K | – | 3821 |
|
|
2014
Q1 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 2948 |
|