CreativeOne Wealth’s UFP Technologies UFPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
864
-141
| -14% | -$34.4K | 0.01% | 1040 |
|
|
2025
Q1 | $203K | Buy |
+1,005
| New | +$203K | 0.01% | 1002 |
|
|
2024
Q3 | – | Sell |
-792
| Closed | -$209K | – | 984 |
|
|
2024
Q2 | $209K | Sell |
792
-287
| -27% | -$75.7K | 0.01% | 721 |
|
|
2024
Q1 | $272K | Buy |
+1,079
| New | +$272K | 0.01% | 746 |
|
|
2023
Q4 | – | Sell |
-1,334
| Closed | -$215K | – | 676 |
|
|
2023
Q3 | $215K | Buy |
+1,334
| New | +$215K | 0.02% | 516 |
|