Sageworth Trust’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 |
-76
| Closed | -$6.04K | – | 417 |
|
2023
Q1 | $6.04K | Hold |
76
| – | – | ﹤0.01% | 351 |
|
2022
Q4 | $6K | Hold |
76
| – | – | ﹤0.01% | 243 |
|
2022
Q3 | $5K | Hold |
76
| – | – | ﹤0.01% | 249 |
|
2022
Q2 | $5K | Hold |
76
| – | – | ﹤0.01% | 279 |
|
2022
Q1 | $6K | Hold |
76
| – | – | ﹤0.01% | 233 |
|
2021
Q4 | $7K | Sell |
76
-254
| -77% | -$23.4K | ﹤0.01% | 343 |
|
2021
Q3 | $22K | Hold |
330
| – | – | ﹤0.01% | 346 |
|
2021
Q2 | $25K | Buy |
+330
| New | +$25K | ﹤0.01% | 344 |
|