Financial Gravity Asset Management’s UFP Technologies UFPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | -$53 | – | 2472 |
|
|
2024
Q1 | – | Hold |
0
| – | -$30 | – | 1807 |
|
|
2023
Q4 | – | Hold |
0
| – | -$30 | – | 1390 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 1101 |
|
|
2020
Q2 | – | Sell |
-60
| Closed | -$2.28K | – | 858 |
|
|
2020
Q1 | $2.28K | Sell |
60
-15
| -20% | -$570 | 0.01% | 383 |
|
|
2019
Q4 | $50K | Hold |
75
| – | – | 0.03% | 653 |
|
|
2019
Q3 | $3K | Buy |
75
+10
| +15% | +$400 | ﹤0.01% | 844 |
|
|
2019
Q2 | $3K | Sell |
65
-13
| -17% | -$600 | ﹤0.01% | 839 |
|
|
2019
Q1 | $3K | Buy |
+78
| New | +$3K | ﹤0.01% | 873 |
|
|
2018
Q3 | $3K | Buy |
93
+13
| +16% | +$419 | ﹤0.01% | 882 |
|
|
2018
Q2 | $3K | Sell |
80
-1
| -1% | -$38 | ﹤0.01% | 918 |
|
|
2018
Q1 | $3K | Buy |
+81
| New | +$3K | ﹤0.01% | 883 |
|