Diversified Trust’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,336
| Closed | -$324K | – | 929 |
|
|
2023
Q2 | $324K | Buy |
+3,336
| New | +$324K | 0.01% | 596 |
|
|
2022
Q4 | – | Sell |
-9,440
| Closed | -$681K | – | 858 |
|
|
2022
Q3 | $681K | Sell |
9,440
-4,525
| -32% | -$326K | 0.03% | 296 |
|
|
2022
Q2 | $952K | Buy |
13,965
+1,557
| +13% | +$106K | 0.04% | 228 |
|
|
2022
Q1 | $957K | Buy |
+12,408
| New | +$957K | 0.03% | 269 |
|
|
2021
Q2 | – | Sell |
-5,085
| Closed | -$386K | – | 894 |
|
|
2021
Q1 | $386K | Sell |
5,085
-4,154
| -45% | -$315K | 0.01% | 462 |
|
|
2020
Q4 | $513K | Sell |
9,239
-148
| -2% | -$8.22K | 0.02% | 333 |
|
|
2020
Q3 | $530K | Buy |
9,387
+471
| +5% | +$26.6K | 0.02% | 299 |
|
|
2020
Q2 | $441K | Buy |
+8,916
| New | +$441K | 0.02% | 283 |
|