Sowell Financial Services’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-2,239
| Closed | -$198K | – | 2588 |
|
2021
Q1 | $198K | Buy |
+2,239
| New | +$198K | 0.01% | 1060 |
|
2020
Q4 | – | Sell |
-78
| Closed | -$4K | – | 2872 |
|
2020
Q3 | $4K | Sell |
78
-99
| -56% | -$5.08K | ﹤0.01% | 2087 |
|
2020
Q2 | $9K | Hold |
177
| – | – | ﹤0.01% | 1741 |
|
2020
Q1 | $7K | Hold |
177
| – | – | ﹤0.01% | 1739 |
|
2019
Q4 | $8K | Hold |
177
| – | – | ﹤0.01% | 1772 |
|
2019
Q3 | $7K | Buy |
+177
| New | +$7K | ﹤0.01% | 1654 |
|