Edge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-40
| Closed | -$4K | – | 430 |
|
|
2021
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 363 |
|
|
2021
Q3 | $3K | Buy |
40
+1
| +3% | +$75 | ﹤0.01% | 409 |
|
|
2021
Q2 | $3K | Sell |
39
-1
| -3% | -$77 | ﹤0.01% | 378 |
|
|
2021
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 371 |
|
|
2020
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 331 |
|
|
2020
Q3 | $2K | Buy |
40
+1
| +3% | +$50 | ﹤0.01% | 395 |
|
|
2020
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 611 |
|
|
2020
Q1 | $1K | Hold |
39
| – | – | ﹤0.01% | 599 |
|
|
2019
Q4 | $2K | Hold |
39
| – | – | ﹤0.01% | 541 |
|
|
2019
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 560 |
|
|
2019
Q2 | $1K | Hold |
39
| – | – | ﹤0.01% | 558 |
|
|
2019
Q1 | $1K | Hold |
39
| – | – | ﹤0.01% | 533 |
|
|
2018
Q4 | $1K | Hold |
39
| – | – | ﹤0.01% | 543 |
|
|
2018
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 576 |
|
|
2018
Q2 | $1K | Hold |
39
| – | – | ﹤0.01% | 555 |
|
|
2018
Q1 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 530 |
|