Legend Financial Advisors’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,888
| Closed | -$672K | – | 48 |
|
|
2022
Q1 | $672K | Buy |
9,888
+228
| +2% | +$15.5K | 0.43% | 25 |
|
|
2021
Q4 | $889K | Sell |
9,660
-228
| -2% | -$21K | 0.62% | 24 |
|
|
2021
Q3 | $672K | Buy |
9,888
+131
| +1% | +$8.9K | 0.43% | 25 |
|
|
2021
Q2 | $725K | Buy |
+9,757
| New | +$725K | 0.47% | 21 |
|
|
2021
Q1 | – | Sell |
-9,660
| Closed | -$537K | – | 29 |
|
|
2020
Q4 | $537K | Buy |
9,660
+522
| +6% | +$29K | 0.44% | 21 |
|
|
2020
Q3 | $516K | Buy |
+9,138
| New | +$516K | 0.41% | 22 |
|