Patriot Financial Group Insurance Agency’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-69
| Closed | -$5K | – | 1852 |
|
|
2022
Q2 | $5K | Sell |
69
-10
| -13% | -$725 | ﹤0.01% | 1509 |
|
|
2022
Q1 | $6K | Hold |
79
| – | – | ﹤0.01% | 1564 |
|
|
2021
Q4 | $7K | Hold |
79
| – | – | ﹤0.01% | 1627 |
|
|
2021
Q3 | $5K | Buy |
79
+10
| +14% | +$633 | ﹤0.01% | 1717 |
|
|
2021
Q2 | $5K | Hold |
69
| – | – | ﹤0.01% | 1673 |
|
|
2021
Q1 | $5K | Sell |
69
-9
| -12% | -$652 | ﹤0.01% | 1578 |
|
|
2020
Q4 | $4K | Hold |
78
| – | – | ﹤0.01% | 1512 |
|
|
2020
Q3 | $4K | Hold |
78
| – | – | ﹤0.01% | 1321 |
|
|
2020
Q2 | $4K | Buy |
78
+3
| +4% | +$154 | ﹤0.01% | 1270 |
|
|
2020
Q1 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 1253 |
|