Sageworth Trust Company of South Dakota’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-166
| Closed | -$13.2K | – | 196 |
|
|
2023
Q1 | $13.2K | Hold |
166
| – | – | 0.03% | 94 |
|
|
2022
Q4 | $13K | Hold |
166
| – | – | 0.03% | 96 |
|
|
2022
Q3 | $12K | Sell |
166
-42
| -20% | -$3.04K | 0.03% | 86 |
|
|
2022
Q2 | $14K | Sell |
208
-39
| -16% | -$2.63K | 0.03% | 117 |
|
|
2022
Q1 | $19K | Hold |
247
| – | – | 0.04% | 118 |
|
|
2021
Q4 | $23K | Buy |
+247
| New | +$23K | 0.04% | 206 |
|