J.P. Morgan Private Wealth Advisors’s UFP Technologies UFPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,635
| Closed | -$913K | – | 2005 |
|
|
2022
Q3 | $913K | Sell |
10,635
-125
| -1% | -$10.7K | ﹤0.01% | 1182 |
|
|
2022
Q2 | $856K | Sell |
10,760
-940
| -8% | -$74.8K | ﹤0.01% | 1217 |
|
|
2022
Q1 | $774K | Hold |
11,700
| – | – | ﹤0.01% | 1329 |
|
|
2021
Q4 | $822K | Buy |
+11,700
| New | +$822K | ﹤0.01% | 1337 |
|