MWPCG
Measured Wealth Private Client Group’s UFP Industries UFPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,610
| Closed | -$342K | – | 196 |
|
|
2024
Q3 | $342K | Sell |
2,610
-250
| -9% | -$32.8K | 0.11% | 119 |
|
|
2024
Q2 | $320K | Sell |
2,860
-1,531
| -35% | -$171K | 0.11% | 144 |
|
|
2024
Q1 | $540K | Buy |
4,391
+280
| +7% | +$34.4K | 0.19% | 85 |
|
|
2023
Q4 | $516K | Sell |
4,111
-85
| -2% | -$10.7K | 0.19% | 87 |
|
|
2023
Q3 | $430K | Sell |
4,196
-171
| -4% | -$17.5K | 0.17% | 97 |
|
|
2023
Q2 | $424K | Buy |
4,367
+732
| +20% | +$71K | 0.16% | 108 |
|
|
2023
Q1 | $289K | Buy |
+3,635
| New | +$289K | 0.11% | 140 |
|