Hennion & Walsh Asset Management’s UFP Technologies UFPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,948
| Closed | -$1.57M | – | 903 |
|
|
2024
Q2 | $1.57M | Buy |
5,948
+61
| +1% | +$16.1K | 0.08% | 312 |
|
|
2024
Q1 | $1.48M | Sell |
5,887
-132
| -2% | -$33.3K | 0.08% | 321 |
|
|
2023
Q4 | $1.04M | Sell |
6,019
-151
| -2% | -$26K | 0.06% | 397 |
|
|
2023
Q3 | $996K | Sell |
6,170
-20
| -0.3% | -$3.23K | 0.06% | 358 |
|
|
2023
Q2 | $1.2M | Sell |
6,190
-201
| -3% | -$39K | 0.07% | 344 |
|
|
2023
Q1 | $830K | Buy |
6,391
+776
| +14% | +$101K | 0.05% | 399 |
|
|
2022
Q4 | $662K | Buy |
5,615
+805
| +17% | +$94.9K | 0.04% | 433 |
|
|
2022
Q3 | $413K | Buy |
+4,810
| New | +$413K | 0.03% | 525 |
|