Wealthspire Advisors (Maryland)’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-46
| Closed | -$2K | – | 1977 |
|
|
2019
Q1 | $2K | Sell |
46
-21
| -31% | -$913 | ﹤0.01% | 2213 |
|
|
2018
Q4 | $4K | Buy |
67
+21
| +46% | +$1.25K | ﹤0.01% | 1869 |
|
|
2018
Q3 | $2K | Hold |
46
| – | – | ﹤0.01% | 2196 |
|
|
2018
Q2 | $3K | Hold |
46
| – | – | ﹤0.01% | 2056 |
|
|
2018
Q1 | $2K | Hold |
46
| – | – | ﹤0.01% | 2216 |
|
|
2017
Q4 | $2K | Buy |
46
+40
| +667% | +$1.74K | ﹤0.01% | 2176 |
|
|
2017
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2476 |
|