Waypoint Capital Advisors’s UNIFI UFI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-35,816
| Closed | -$289K | – | 132 |
|
2023
Q2 | $289K | Hold |
35,816
| – | – | 0.09% | 118 |
|
2023
Q1 | $293K | Hold |
35,816
| – | – | 0.1% | 117 |
|
2022
Q4 | $308K | Buy |
+35,816
| New | +$308K | 0.11% | 109 |
|
2022
Q2 | – | Sell |
-35,816
| Closed | -$598K | – | 138 |
|
2022
Q1 | $598K | Buy |
+35,816
| New | +$598K | 0.35% | 65 |
|