Intellectus Partners’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-32,184
| Closed | -$1.14M | – | 491 |
|
|
2018
Q3 | $1.14M | Hold |
32,184
| – | – | 0.4% | 68 |
|
|
2018
Q2 | $1.18M | Hold |
32,184
| – | – | 0.43% | 60 |
|
|
2018
Q1 | $1.04M | Hold |
32,184
| – | – | 0.36% | 72 |
|
|
2017
Q4 | $1.21M | Hold |
32,184
| – | – | 0.45% | 56 |
|
|
2017
Q3 | $1.05M | Hold |
32,184
| – | – | 0.44% | 59 |
|
|
2017
Q2 | $937K | Sell |
32,184
-618
| -2% | -$18K | 0.42% | 61 |
|
|
2017
Q1 | $1.08M | Hold |
32,802
| – | – | 0.55% | 47 |
|
|
2016
Q4 | $1.12M | Buy |
+32,802
| New | +$1.12M | 0.58% | 40 |
|