Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,350
| Closed | -$18K | – | 1638 |
|
|
2021
Q1 | $18K | Hold |
1,350
| – | – | ﹤0.01% | 1142 |
|
|
2020
Q4 | $17K | Hold |
1,350
| – | – | ﹤0.01% | 1048 |
|
|
2020
Q3 | $15K | Sell |
1,350
-19
| -1% | -$211 | ﹤0.01% | 953 |
|
|
2020
Q2 | $14K | Buy |
1,369
+19
| +1% | +$194 | ﹤0.01% | 1115 |
|
|
2020
Q1 | $12K | Hold |
1,350
| – | – | ﹤0.01% | 1002 |
|
|
2019
Q4 | $15K | Sell |
1,350
-32
| -2% | -$356 | ﹤0.01% | 976 |
|
|
2019
Q3 | $14K | Buy |
+1,382
| New | +$14K | ﹤0.01% | 935 |
|