Pathstone Family Office’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $278K | Buy |
+2,711
| New | +$278K | ﹤0.01% | 1349 |
|
|
2023
Q1 | – | Sell |
-5,392
| Closed | -$427K | – | 1490 |
|
|
2022
Q4 | $427K | Buy |
5,392
+398
| +8% | +$31.5K | ﹤0.01% | 1166 |
|
|
2022
Q3 | $360K | Buy |
+4,994
| New | +$360K | ﹤0.01% | 1175 |
|
|
2021
Q1 | – | Sell |
-6
| Closed | – | – | 1286 |
|
|
2020
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 1330 |
|
|
2020
Q3 | $0 | Sell |
6
-6
| -50% | – | ﹤0.01% | 1011 |
|
|
2020
Q2 | $0 | Buy |
+12
| New | – | ﹤0.01% | 971 |
|