Wealthspire Advisors (Maryland)’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-157
| Closed | -$5K | – | 1978 |
|
|
2019
Q1 | $5K | Hold |
157
| – | – | ﹤0.01% | 1851 |
|
|
2018
Q4 | $4K | Buy |
157
+7
| +5% | +$178 | ﹤0.01% | 1870 |
|
|
2018
Q3 | $5K | Buy |
150
+43
| +40% | +$1.43K | ﹤0.01% | 1830 |
|
|
2018
Q2 | $4K | Buy |
107
+32
| +43% | +$1.2K | ﹤0.01% | 1910 |
|
|
2018
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 2218 |
|
|
2017
Q4 | $3K | Buy |
75
+66
| +733% | +$2.64K | ﹤0.01% | 2030 |
|
|
2017
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 2477 |
|