James Investment Research’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,335
| Closed | -$293K | – | 558 |
|
|
2019
Q3 | $293K | Hold |
7,335
| – | – | 0.02% | 272 |
|
|
2019
Q2 | $279K | Sell |
7,335
-15,055
| -67% | -$573K | 0.02% | 286 |
|
|
2019
Q1 | $669K | Buy |
+22,390
| New | +$669K | 0.04% | 372 |
|
|
2018
Q3 | – | Sell |
-59,025
| Closed | -$2.16M | – | 860 |
|
|
2018
Q2 | $2.16M | Buy |
+59,025
| New | +$2.16M | 0.08% | 291 |
|
|
2018
Q1 | – | Sell |
-49,110
| Closed | -$1.85M | – | 852 |
|
|
2017
Q4 | $1.85M | Buy |
+49,110
| New | +$1.85M | 0.06% | 337 |
|
|
2017
Q3 | – | Sell |
-397,260
| Closed | -$11.6M | – | 808 |
|
|
2017
Q2 | $11.6M | Sell |
397,260
-77,178
| -16% | -$2.25M | 0.36% | 80 |
|
|
2017
Q1 | $15.6M | Sell |
474,438
-156,441
| -25% | -$5.14M | 0.44% | 74 |
|
|
2016
Q4 | $21.5M | Sell |
630,879
-9,150
| -1% | -$312K | 0.56% | 57 |
|
|
2016
Q3 | $21M | Buy |
640,029
+11,595
| +2% | +$381K | 0.56% | 58 |
|
|
2016
Q2 | $19.4M | Buy |
628,434
+100,161
| +19% | +$3.09M | 0.49% | 62 |
|
|
2016
Q1 | $15.1M | Buy |
528,273
+230,913
| +78% | +$6.61M | 0.37% | 81 |
|
|
2015
Q4 | $6.78M | Buy |
+297,360
| New | +$6.78M | 0.17% | 126 |
|