Horan Securities’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12
| Closed | -$1.17K | – | 630 |
|
|
2023
Q2 | $1.17K | Hold |
12
| – | – | ﹤0.01% | 614 |
|
|
2023
Q1 | $954 | Hold |
12
| – | – | ﹤0.01% | 634 |
|
|
2022
Q4 | $951 | Buy |
+12
| New | +$951 | ﹤0.01% | 636 |
|
|
2022
Q3 | – | Sell |
-326
| Closed | -$24K | – | 797 |
|
|
2022
Q2 | $24K | Sell |
326
-541
| -62% | -$39.8K | 0.01% | 245 |
|
|
2022
Q1 | $67K | Hold |
867
| – | – | 0.04% | 153 |
|
|
2021
Q4 | $80K | Buy |
+867
| New | +$80K | 0.05% | 142 |
|
|
2021
Q2 | $64K | Buy |
+867
| New | +$64K | 0.05% | 146 |
|