Financial Gravity Asset 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
Q2 | – | Sell |
-3
| Closed | -$318 | – | 2471 |
|
|
2024
Q1 | $318 | Buy |
+3
| New | +$318 | ﹤0.01% | 1514 |
|
|
2023
Q3 | – | Sell |
-97
| Closed | -$266 | – | 1759 |
|
|
2023
Q2 | $266 | Buy |
97
+18
| +23% | +$49 | ﹤0.01% | 1090 |
|
|
2023
Q1 | $1 | Hold |
79
| – | – | ﹤0.01% | 1088 |
|
|
2022
Q4 | $1.02K | Buy |
+79
| New | +$1.02K | 0.01% | 662 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 935 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 751 |
|
|
2020
Q2 | – | Sell |
-25
| Closed | -$916 | – | 857 |
|
|
2020
Q1 | $916 | Sell |
25
-54
| -68% | -$1.98K | ﹤0.01% | 485 |
|
|
2019
Q4 | $48K | Sell |
79
-19
| -19% | -$11.5K | 0.03% | 671 |
|
|
2019
Q3 | $4K | Buy |
98
+36
| +58% | +$1.47K | ﹤0.01% | 763 |
|
|
2019
Q2 | $2K | Buy |
62
+16
| +35% | +$516 | ﹤0.01% | 953 |
|
|
2019
Q1 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 1206 |
|
|
2018
Q3 | $3K | Buy |
104
+29
| +39% | +$837 | ﹤0.01% | 881 |
|
|
2018
Q2 | $3K | Sell |
75
-5
| -6% | -$200 | ﹤0.01% | 917 |
|
|
2018
Q1 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 882 |
|