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TCI Wealth Advisors’s UFP Industries UFPI Stock Holding History

TCI Wealth Advisors’s Portfolio UFPI Stock Details UFPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-415
Closed -$33K – 2114
2023
Q1 		$33K Hold
415
– – ﹤0.01% 540
2022
Q4 		$32.9K Sell
415
-82
-16% -$6.5K ﹤0.01% 519
2022
Q3 		$36K Buy
497
+232
+88% +$16.8K 0.01% 463
2022
Q2 		$18K Sell
265
-159
-38% -$10.8K ﹤0.01% 691
2022
Q1 		$33K Buy
424
+119
+39% +$9.26K ﹤0.01% 516
2021
Q4 		$28K Buy
305
+4
+1% +$367 ﹤0.01% 570
2021
Q3 		$20K Buy
301
+36
+14% +$2.39K ﹤0.01% 686
2021
Q2 		$20K Hold
265
– – ﹤0.01% 605
2021
Q1 		$20K Buy
265
+154
+139% +$11.6K 0.01% 561
2020
Q4 		$6K Hold
111
– – ﹤0.01% 809
2020
Q3 		$6K Hold
111
– – ﹤0.01% 718
2020
Q2 		$5K Hold
111
– – ﹤0.01% 748
2020
Q1 		$4K Buy
111
+9
+9% +$324 ﹤0.01% 788
2019
Q4 		$5K Hold
102
– – ﹤0.01% 867
2019
Q3 		$4K Hold
102
– – ﹤0.01% 892
2019
Q2 		$4K Buy
102
+51
+100% +$2K ﹤0.01% 838
2019
Q1 		$2K Hold
51
– – ﹤0.01% 1087
2018
Q4 		$1K Sell
51
-15
-23% -$294 ﹤0.01% 1310
2018
Q3 		$2K Hold
66
– – ﹤0.01% 1084
2018
Q2 		$2K Hold
66
– – ﹤0.01% 1155
2018
Q1 		$2K Hold
66
– – ﹤0.01% 1019
2017
Q4 		$2K Hold
66
– – ﹤0.01% 1071
2017
Q3 		$2K Hold
66
– – ﹤0.01% 1001
2017
Q2 		$2K Hold
66
– – ﹤0.01% 1032
2017
Q1 		$2K Hold
66
– – ﹤0.01% 984
2016
Q4 		$2K Hold
66
– – ﹤0.01% 1055
2016
Q3 		$2K Hold
66
– – ﹤0.01% 1009
2016
Q2 		$2K Buy
66
+30
+83% +$909 ﹤0.01% 968
2016
Q1 		$1K Buy
+36
New +$1K ﹤0.01% 1167