Charter Oak Capital Management’s Universal Insurance Holdings UVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-897
| Closed | -$12K | – | 851 |
|
|
2022
Q2 | $12K | Hold |
897
| – | – | ﹤0.01% | 569 |
|
|
2022
Q1 | $12K | Hold |
897
| – | – | ﹤0.01% | 603 |
|
|
2021
Q4 | $15K | Hold |
897
| – | – | ﹤0.01% | 563 |
|
|
2021
Q3 | $12K | Buy |
897
+175
| +24% | +$2.34K | ﹤0.01% | 553 |
|
|
2021
Q2 | $10K | Buy |
+722
| New | +$10K | ﹤0.01% | 572 |
|