R.H. Bluestein & Co’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 | $216K | Hold |
3,000
| – | – | 0.01% | 311 |
|
|
2022
Q2 | $204K | Hold |
3,000
| – | – | 0.01% | 340 |
|
|
2022
Q1 | $231K | Hold |
3,000
| – | – | 0.01% | 353 |
|
|
2021
Q4 | $276K | Hold |
3,000
| – | – | 0.01% | 339 |
|
|
2021
Q3 | $204K | Sell |
3,000
-25
| -0.8% | -$1.7K | 0.01% | 403 |
|
|
2021
Q2 | $225K | Buy |
3,025
+25
| +0.8% | +$1.86K | 0.01% | 400 |
|
|
2021
Q1 | $228K | Buy |
+3,000
| New | +$228K | 0.01% | 374 |
|
|
2016
Q4 | – | Sell |
-9,000
| Closed | -$295K | – | 323 |
|
|
2016
Q3 | $295K | Hold |
9,000
| – | – | 0.02% | 204 |
|
|
2016
Q2 | $278K | Buy |
9,000
+1,950
| +28% | +$60.2K | 0.02% | 198 |
|
|
2016
Q1 | $202K | Buy |
+7,050
| New | +$202K | 0.01% | 269 |
|