TCI Wealth Advisors’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-181
| Closed | -$4.81K | – | 2113 |
|
|
2023
Q1 | $4.81K | Sell |
181
-6
| -3% | -$159 | ﹤0.01% | 1562 |
|
|
2022
Q4 | $5.12K | Sell |
187
-31
| -14% | -$848 | ﹤0.01% | 1510 |
|
|
2022
Q3 | $6K | Hold |
218
| – | – | ﹤0.01% | 1386 |
|
|
2022
Q2 | $7K | Hold |
218
| – | – | ﹤0.01% | 1294 |
|
|
2022
Q1 | $7K | Hold |
218
| – | – | ﹤0.01% | 1361 |
|
|
2021
Q4 | $5K | Buy |
+218
| New | +$5K | ﹤0.01% | 1726 |
|