Total Clarity Wealth Management’s UFP Technologies UFPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-146
| Closed | -$12K | – | 929 |
|
|
2022
Q2 | $12K | Buy |
+146
| New | +$12K | 0.01% | 631 |
|
|
2022
Q1 | – | Sell |
-130
| Closed | -$9K | – | 869 |
|
|
2021
Q4 | $9K | Buy |
130
+11
| +9% | +$762 | ﹤0.01% | 722 |
|
|
2021
Q3 | $7K | Buy |
+119
| New | +$7K | ﹤0.01% | 766 |
|
|
2021
Q2 | – | Sell |
-119
| Closed | -$6K | – | 708 |
|
|
2021
Q1 | $6K | Buy |
+119
| New | +$6K | ﹤0.01% | 667 |
|