TFO Wealth Partners’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$369 | – | 701 |
|
|
2024
Q1 | $369 | Hold |
3
| – | – | ﹤0.01% | 343 |
|
|
2023
Q4 | $377 | Hold |
3
| – | – | ﹤0.01% | 432 |
|
|
2023
Q3 | $291 | Hold |
3
| – | – | ﹤0.01% | 670 |
|
|
2023
Q2 | $291 | Hold |
3
| – | – | ﹤0.01% | 414 |
|
|
2023
Q1 | $238 | Sell |
3
-2
| -40% | -$159 | ﹤0.01% | 433 |
|
|
2022
Q4 | $148 | Buy |
+5
| New | +$148 | ﹤0.01% | 690 |
|