SWA
Sutton Wealth Advisors’s UFP Industries UFPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,427
| Closed | -$113K | – | 1527 |
|
|
2022
Q4 | $113K | Sell |
1,427
-8
| -0.6% | -$634 | 0.04% | 234 |
|
|
2022
Q3 | $104K | Buy |
1,435
+8
| +0.6% | +$577 | 0.04% | 246 |
|
|
2022
Q2 | $97.2K | Hold |
1,427
| – | – | 0.04% | 242 |
|
|
2022
Q1 | $110K | Sell |
1,427
-7
| -0.5% | -$540 | 0.04% | 238 |
|
|
2021
Q4 | $132K | Buy |
1,434
+15
| +1% | +$1.38K | 0.04% | 222 |
|
|
2021
Q3 | $96.5K | Hold |
1,419
| – | – | 0.04% | 256 |
|
|
2021
Q2 | $105K | Hold |
1,419
| – | – | 0.04% | 245 |
|
|
2021
Q1 | $108K | Hold |
1,419
| – | – | 0.04% | 232 |
|
|
2020
Q4 | $78.8K | Hold |
1,419
| – | – | 0.03% | 257 |
|
|
2020
Q3 | $80.2K | Hold |
1,419
| – | – | 0.04% | 230 |
|
|
2020
Q2 | $70.3K | Hold |
1,419
| – | – | 0.04% | 241 |
|
|
2020
Q1 | $52.8K | Hold |
1,419
| – | – | 0.03% | 259 |
|
|
2019
Q4 | $67.7K | Hold |
1,419
| – | – | 0.03% | 256 |
|
|
2019
Q3 | $56.6K | Hold |
1,419
| – | – | 0.03% | 274 |
|
|
2019
Q2 | $54K | Hold |
1,419
| – | – | 0.03% | 286 |
|
|
2019
Q1 | $42.4K | Buy |
1,419
+316
| +29% | +$9.45K | 0.02% | 340 |
|
|
2018
Q4 | $28.6K | Buy |
1,103
+359
| +48% | +$9.32K | 0.02% | 413 |
|
|
2018
Q3 | $26.3K | Hold |
744
| – | – | 0.02% | 490 |
|
|
2018
Q2 | $27.2K | Hold |
744
| – | – | 0.02% | 472 |
|
|
2018
Q1 | $24.1K | Hold |
744
| – | – | 0.02% | 499 |
|
|
2017
Q4 | $28K | Buy |
744
+496
| +200% | +$18.7K | 0.02% | 439 |
|
|
2017
Q3 | $24.3K | Hold |
248
| – | – | 0.02% | 477 |
|
|
2017
Q2 | $21.7K | Hold |
248
| – | – | 0.02% | 487 |
|
|
2017
Q1 | $24.4K | Hold |
248
| – | – | 0.02% | 440 |
|
|
2016
Q4 | $25.3K | Hold |
248
| – | – | 0.02% | 419 |
|
|
2016
Q3 | $24.4K | Hold |
248
| – | – | 0.02% | 408 |
|
|
2016
Q2 | $23K | Buy |
248
+198
| +396% | +$18.4K | 0.02% | 411 |
|
|
2016
Q1 | $4.29K | Buy |
+50
| New | +$4.29K | ﹤0.01% | 785 |
|