Capital Advisors Ltd’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18
| Closed | – | – | 1500 |
|
|
2023
Q3 | $0 | Sell |
18
-52
| -74% | – | ﹤0.01% | 1491 |
|
|
2023
Q2 | $0 | Hold |
70
| – | – | ﹤0.01% | 1551 |
|
|
2023
Q1 | $0 | Buy |
+70
| New | – | ﹤0.01% | 1566 |
|
|
2022
Q3 | – | Sell |
-954
| Closed | -$3K | – | 1543 |
|
|
2022
Q2 | $3K | Buy |
954
+647
| +211% | +$2.04K | ﹤0.01% | 637 |
|
|
2022
Q1 | $1K | Buy |
307
+298
| +3,311% | +$971 | ﹤0.01% | 823 |
|
|
2021
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 945 |
|