True Wealth Design’s United Fire Group UFCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.96K Buy
103
+93
+930% +$2.67K ﹤0.01% 1011
2025
Q1
$295 Buy
+10
New +$295 ﹤0.01% 1787
2024
Q4
Sell
-65
Closed -$1.36K 1518
2024
Q3
$1.36K Buy
+65
New +$1.36K ﹤0.01% 893