Rational Advisors’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-6,750
| Closed | -$222K | – | 354 |
|
|
2017
Q1 | $222K | Sell |
6,750
-11,250
| -63% | -$370K | 0.15% | 159 |
|
|
2016
Q4 | $613K | Sell |
18,000
-2,550
| -12% | -$86.8K | 0.58% | 59 |
|
|
2016
Q3 | $675K | Hold |
20,550
| – | – | 0.44% | 93 |
|
|
2016
Q2 | $635K | Hold |
20,550
| – | – | 0.44% | 67 |
|
|
2016
Q1 | $588K | Buy |
+20,550
| New | +$588K | 0.39% | 64 |
|
|
2013
Q4 | $3.55M | Sell |
204,000
-6,000
| -3% | -$104K | 0.3% | 105 |
|
|
2013
Q3 | $2.94M | Hold |
210,000
| – | – | 0.22% | 138 |
|
|
2013
Q2 | $2.79M | Buy |
+210,000
| New | +$2.79M | 0.23% | 140 |
|