Cornerstone Planning Group’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
-216
Closed -$1.41K 1491
2024
Q3
$1.41K Hold
216
﹤0.01% 861
2024
Q2
$1.89K Hold
216
﹤0.01% 787
2024
Q1
$1.47K Buy
+216
New +$1.47K ﹤0.01% 712