PS
Planned Solutions’s UFP Industries UFPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-700
| Closed | -$91.8K | – | 591 |
|
|
2024
Q3 | $91.8K | Buy |
+700
| New | +$91.8K | 0.04% | 220 |
|
|
2024
Q1 | – | Sell |
-700
| Closed | -$87.9K | – | 515 |
|
|
2023
Q4 | $87.9K | Buy |
+700
| New | +$87.9K | 0.04% | 207 |
|
|
2021
Q1 | – | Sell |
-700
| Closed | -$39K | – | 380 |
|
|
2020
Q4 | $39K | Buy |
+700
| New | +$39K | 0.03% | 234 |
|