Integrated Wealth Management’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $267K | Hold |
6,243
| – | – | 0.09% | 200 |
|
|
2016
Q4 | $307K | Hold |
6,243
| – | – | 0.11% | 168 |
|
|
2016
Q3 | $264K | Hold |
6,243
| – | – | 0.09% | 175 |
|
|
2016
Q2 | $265K | Hold |
6,243
| – | – | 0.1% | 176 |
|
|
2016
Q1 | $274K | Hold |
6,243
| – | – | 0.12% | 146 |
|
|
2015
Q4 | $239K | Hold |
6,243
| – | – | 0.1% | 161 |
|
|
2015
Q3 | $219K | Hold |
6,243
| – | – | 0.1% | 171 |
|
|
2015
Q2 | $205K | Hold |
6,243
| – | – | 0.08% | 189 |
|
|
2015
Q1 | $198K | Buy |
+6,243
| New | +$198K | 0.08% | 185 |
|