Sugarloaf Wealth Management’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $13.5K | Hold |
120
| – | – | ﹤0.01% | 455 |
|
|
2024
Q3 | $15.7K | Hold |
120
| – | – | ﹤0.01% | 449 |
|
|
2024
Q2 | $13.4K | Hold |
120
| – | – | ﹤0.01% | 450 |
|
|
2024
Q1 | $14.8K | Hold |
120
| – | – | ﹤0.01% | 447 |
|
|
2023
Q4 | $15.1K | Hold |
120
| – | – | ﹤0.01% | 439 |
|
|
2023
Q3 | $12.3K | Hold |
120
| – | – | ﹤0.01% | 441 |
|
|
2023
Q2 | $11.6K | Hold |
120
| – | – | ﹤0.01% | 459 |
|
|
2023
Q1 | $9.54K | Hold |
120
| – | – | ﹤0.01% | 482 |
|
|
2022
Q4 | $9.51K | Hold |
120
| – | – | ﹤0.01% | 502 |
|
|
2022
Q3 | $9K | Buy |
+120
| New | +$9K | ﹤0.01% | 541 |
|
|
2022
Q2 | – | Sell |
-120
| Closed | -$9K | – | 822 |
|
|
2022
Q1 | $9K | Hold |
120
| – | – | ﹤0.01% | 494 |
|
|
2021
Q4 | $11K | Hold |
120
| – | – | ﹤0.01% | 497 |
|
|
2021
Q3 | $8K | Hold |
120
| – | – | ﹤0.01% | 544 |
|
|
2021
Q2 | $9K | Hold |
120
| – | – | ﹤0.01% | 513 |
|
|
2021
Q1 | $9 | Hold |
120
| – | – | ﹤0.01% | 513 |
|
|
2020
Q4 | $7K | Hold |
120
| – | – | ﹤0.01% | 514 |
|
|
2020
Q3 | $7K | Hold |
120
| – | – | ﹤0.01% | 489 |
|
|
2020
Q2 | $6K | Hold |
120
| – | – | ﹤0.01% | 504 |
|
|
2020
Q1 | $4K | Hold |
120
| – | – | ﹤0.01% | 551 |
|
|
2019
Q4 | $6K | Buy |
+120
| New | +$6K | ﹤0.01% | 529 |
|