Dakota Wealth Management’s UFP Industries UFPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,408
Closed -$302K 781
2023
Q4
$302K Sell
2,408
-36
-1% -$4.52K 0.01% 515
2023
Q3
$250K Sell
2,444
-8
-0.3% -$819 0.01% 531
2023
Q2
$238K Buy
+2,452
New +$238K 0.01% 540