KWM
Kolinsky Wealth Management’s UFP Industries UFPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $332K | Hold |
2,950
| – | – | 0.2% | 107 |
|
|
2024
Q3 | $387K | Buy |
2,950
+5
| +0.2% | +$656 | 0.25% | 91 |
|
|
2024
Q2 | $330K | Hold |
2,945
| – | – | 0.24% | 98 |
|
|
2024
Q1 | $362K | Buy |
2,945
+3
| +0.1% | +$369 | 0.28% | 87 |
|
|
2023
Q4 | $369K | Buy |
+2,942
| New | +$369K | 0.33% | 75 |
|