SAM
SignalPoint Asset Management’s United Fire Group UFCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,886
| Closed | -$225K | – | 189 |
|
|
2020
Q1 | $225K | Hold |
6,886
| – | – | 0.12% | 156 |
|
|
2019
Q4 | $301K | Hold |
6,886
| – | – | 0.13% | 156 |
|
|
2019
Q3 | $324K | Hold |
6,886
| – | – | 0.14% | 154 |
|
|
2019
Q2 | $334K | Sell |
6,886
-2,500
| -27% | -$121K | 0.16% | 158 |
|
|
2019
Q1 | $410K | Hold |
9,386
| – | – | 0.18% | 146 |
|
|
2018
Q4 | $520K | Sell |
9,386
-1,000
| -10% | -$55.4K | 0.25% | 101 |
|
|
2018
Q3 | $527K | Sell |
10,386
-5,500
| -35% | -$279K | 0.24% | 112 |
|
|
2018
Q2 | $866K | Sell |
15,886
-3,000
| -16% | -$164K | 0.41% | 66 |
|
|
2018
Q1 | $904K | Buy |
+18,886
| New | +$904K | 0.43% | 63 |
|