Virtus Investment Advisers’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,136
| Closed | -$280K | – | 405 |
|
2024
Q3 | $280K | Sell |
2,136
-4,331
| -67% | -$568K | 0.22% | 150 |
|
2024
Q2 | $724K | Hold |
6,467
| – | – | 0.61% | 44 |
|
2024
Q1 | $796K | Hold |
6,467
| – | – | 0.57% | 46 |
|
2023
Q4 | $812K | Hold |
6,467
| – | – | 0.61% | 40 |
|
2023
Q3 | $662K | Hold |
6,467
| – | – | 0.45% | 54 |
|
2023
Q2 | $628K | Hold |
6,467
| – | – | 0.43% | 67 |
|
2023
Q1 | $514K | Buy |
6,467
+284
| +5% | +$22.6K | 0.36% | 88 |
|
2022
Q4 | $490K | Hold |
6,183
| – | – | 0.33% | 91 |
|
2022
Q3 | $446K | Buy |
+6,183
| New | +$446K | 0.2% | 94 |
|