Howe & Rusling’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-108
| Closed | -$4K | – | 911 |
|
|
2020
Q1 | $4K | Sell |
108
-4
| -4% | -$148 | ﹤0.01% | 547 |
|
|
2019
Q4 | $5K | Hold |
112
| – | – | ﹤0.01% | 562 |
|
|
2019
Q3 | $4K | Hold |
112
| – | – | ﹤0.01% | 599 |
|
|
2019
Q2 | $4K | Sell |
112
-3
| -3% | -$107 | ﹤0.01% | 574 |
|
|
2019
Q1 | $3K | Sell |
115
-13
| -10% | -$339 | ﹤0.01% | 635 |
|
|
2018
Q4 | $3K | Buy |
128
+31
| +32% | +$727 | ﹤0.01% | 630 |
|
|
2018
Q3 | $3K | Hold |
97
| – | – | ﹤0.01% | 685 |
|
|
2018
Q2 | $4K | Hold |
97
| – | – | ﹤0.01% | 587 |
|
|
2018
Q1 | $3K | Sell |
97
-2
| -2% | -$62 | ﹤0.01% | 727 |
|
|
2017
Q4 | $4K | Hold |
99
| – | – | ﹤0.01% | 605 |
|
|
2017
Q3 | $3K | Buy |
99
+30
| +43% | +$909 | ﹤0.01% | 692 |
|
|
2017
Q2 | $2K | Hold |
69
| – | – | ﹤0.01% | 845 |
|
|
2017
Q1 | $2K | Sell |
69
-9
| -12% | -$261 | ﹤0.01% | 872 |
|
|
2016
Q4 | $3K | Hold |
78
| – | – | ﹤0.01% | 810 |
|
|
2016
Q3 | $3K | Sell |
78
-75
| -49% | -$2.89K | ﹤0.01% | 789 |
|
|
2016
Q2 | $5K | Hold |
153
| – | – | ﹤0.01% | 643 |
|
|
2016
Q1 | $4K | Hold |
153
| – | – | ﹤0.01% | 730 |
|
|
2015
Q4 | $3K | Buy |
+153
| New | +$3K | ﹤0.01% | 759 |
|