Bank of Montreal’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-25,687
| Closed | -$216K | – | 3513 |
|
|
2024
Q3 | $216K | Buy |
+25,687
| New | +$216K | ﹤0.01% | 2688 |
|
|
2021
Q2 | – | Sell |
-8,800
| Closed | -$69K | – | 4516 |
|
|
2021
Q1 | $69K | Buy |
8,800
+8,000
| +1,000% | +$62.7K | ﹤0.01% | 3184 |
|
|
2020
Q4 | $10K | Buy |
+800
| New | +$10K | ﹤0.01% | 4170 |
|