Tarbox Family Office’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-58
| Closed | -$2K | – | 923 |
|
|
2022
Q1 | $2K | Hold |
58
| – | – | ﹤0.01% | 869 |
|
|
2021
Q4 | $1K | Buy |
58
+39
| +205% | +$672 | ﹤0.01% | 1065 |
|
|
2021
Q3 | $0 | Hold |
19
| – | – | ﹤0.01% | 1182 |
|
|
2021
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 1102 |
|
|
2021
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 1096 |
|
|
2020
Q4 | $0 | Hold |
19
| – | – | ﹤0.01% | 1194 |
|
|
2020
Q3 | $0 | Sell |
19
-53
| -74% | – | ﹤0.01% | 1209 |
|
|
2020
Q2 | $2K | Buy |
72
+53
| +279% | +$1.47K | ﹤0.01% | 844 |
|
|
2020
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 1009 |
|
|
2019
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 1069 |
|
|
2019
Q3 | $1K | Sell |
19
-11
| -37% | -$579 | ﹤0.01% | 1027 |
|
|
2019
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1034 |
|