J.P. Morgan Private Wealth Advisors’s UFP Industries UFPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $441K | Sell |
4,310
-114
| -3% | -$11.7K | ﹤0.01% | 1297 |
|
|
2023
Q2 | $429K | Sell |
4,424
-1,545
| -26% | -$150K | ﹤0.01% | 1099 |
|
|
2023
Q1 | $474K | Buy |
5,969
+101
| +2% | +$8.03K | ﹤0.01% | 1498 |
|
|
2022
Q4 | $465K | Sell |
5,868
-589
| -9% | -$46.7K | ﹤0.01% | 1498 |
|
|
2022
Q3 | $466K | Sell |
6,457
-58
| -0.9% | -$4.19K | ﹤0.01% | 1491 |
|
|
2022
Q2 | $444K | Buy |
6,515
+811
| +14% | +$55.3K | ﹤0.01% | 1500 |
|
|
2022
Q1 | $440K | Sell |
5,704
-968
| -15% | -$74.7K | ﹤0.01% | 1589 |
|
|
2021
Q4 | $614K | Buy |
6,672
+972
| +17% | +$89.5K | ﹤0.01% | 1469 |
|
|
2021
Q3 | $387K | Sell |
5,700
-323
| -5% | -$21.9K | ﹤0.01% | 1606 |
|
|
2021
Q2 | $448K | Sell |
6,023
-130
| -2% | -$9.67K | ﹤0.01% | 1522 |
|
|
2021
Q1 | $467K | Sell |
6,153
-477
| -7% | -$36.2K | ﹤0.01% | 1342 |
|
|
2020
Q4 | $368K | Buy |
6,630
+523
| +9% | +$29K | ﹤0.01% | 1409 |
|
|
2020
Q3 | $345K | Buy |
6,107
+112
| +2% | +$6.33K | ﹤0.01% | 1302 |
|
|
2020
Q2 | $297K | Buy |
5,995
+574
| +11% | +$28.4K | ﹤0.01% | 1307 |
|
|
2020
Q1 | $202K | Buy |
+5,421
| New | +$202K | ﹤0.01% | 1296 |
|