JFS Wealth Advisors’s Unique Fabricating, Inc. UFAB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-27,000
| Closed | -$14.9K | – | 1996 |
|
2022
Q4 | $14.9K | Hold |
27,000
| – | – | ﹤0.01% | 593 |
|
2022
Q3 | $14K | Hold |
27,000
| – | – | ﹤0.01% | 651 |
|
2022
Q2 | $37K | Hold |
27,000
| – | – | ﹤0.01% | 455 |
|
2022
Q1 | $51K | Hold |
27,000
| – | – | ﹤0.01% | 427 |
|
2021
Q4 | $53K | Hold |
27,000
| – | – | 0.01% | 410 |
|
2021
Q3 | $89K | Hold |
27,000
| – | – | 0.01% | 332 |
|
2021
Q2 | $100K | Hold |
27,000
| – | – | 0.01% | 221 |
|
2021
Q1 | $161K | Hold |
27,000
| – | – | 0.03% | 157 |
|
2020
Q4 | $148K | Hold |
27,000
| – | – | 0.03% | 159 |
|
2020
Q3 | $91K | Hold |
27,000
| – | – | 0.02% | 184 |
|
2020
Q2 | $86K | Hold |
27,000
| – | – | 0.02% | 192 |
|
2020
Q1 | $63K | Hold |
27,000
| – | – | 0.02% | 206 |
|
2019
Q4 | $104K | Hold |
27,000
| – | – | 0.03% | 193 |
|
2019
Q3 | $78K | Hold |
27,000
| – | – | 0.02% | 209 |
|
2019
Q2 | $73K | Buy |
+27,000
| New | +$73K | 0.02% | 214 |
|