Fortem Financial Group’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,124
| Closed | -$686K | – | 191 |
|
|
2024
Q2 | $686K | Buy |
6,124
+166
| +3% | +$18.6K | 0.29% | 94 |
|
|
2024
Q1 | $733K | Sell |
5,958
-12
| -0.2% | -$1.48K | 0.32% | 91 |
|
|
2023
Q4 | $750K | Sell |
5,970
-92
| -2% | -$11.6K | 0.37% | 87 |
|
|
2023
Q3 | $621K | Sell |
6,062
-35
| -0.6% | -$3.58K | 0.36% | 88 |
|
|
2023
Q2 | $592K | Buy |
6,097
+656
| +12% | +$63.7K | 0.35% | 90 |
|
|
2023
Q1 | $432K | Buy |
5,441
+1,200
| +28% | +$95.4K | 0.28% | 103 |
|
|
2022
Q4 | $336K | Sell |
4,241
-1,360
| -24% | -$108K | 0.2% | 127 |
|
|
2022
Q3 | $404K | Buy |
+5,601
| New | +$404K | 0.28% | 105 |
|