Capital Asset Advisory Services’s Universal Insurance Holdings UVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-8,474
| Closed | -$254K | – | 599 |
|
|
2019
Q3 | $254K | Buy |
8,474
+846
| +11% | +$25.4K | 0.17% | 100 |
|
|
2019
Q2 | $213K | Buy |
+7,628
| New | +$213K | 0.16% | 102 |
|
|
2019
Q1 | – | Sell |
-9,585
| Closed | -$363K | – | 101 |
|
|
2018
Q4 | $363K | Sell |
9,585
-483
| -5% | -$18.3K | 0.35% | 66 |
|
|
2018
Q3 | $489K | Buy |
10,068
+326
| +3% | +$15.8K | 0.41% | 53 |
|
|
2018
Q2 | $342K | Sell |
9,742
-326
| -3% | -$11.4K | 0.31% | 72 |
|
|
2018
Q1 | $321K | Sell |
10,068
-588
| -6% | -$18.7K | 0.3% | 79 |
|
|
2017
Q4 | $291K | Sell |
10,656
-258
| -2% | -$7.05K | 0.26% | 86 |
|
|
2017
Q3 | $251K | Hold |
10,914
| – | – | 0.23% | 94 |
|
|
2017
Q2 | $282K | Hold |
10,914
| – | – | 0.18% | 110 |
|
|
2017
Q1 | $267K | Buy |
+10,914
| New | +$267K | 0.19% | 81 |
|