Counterpoint Mutual Funds’s Universal Insurance Holdings UVE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $400K | Buy |
18,990
+7,180
| +61% | +$151K | 0.05% | 153 |
|
2024
Q3 | $262K | Buy |
11,810
+612
| +5% | +$13.6K | 0.05% | 182 |
|
2024
Q2 | $210K | Sell |
11,198
-3,031
| -21% | -$56.9K | 0.05% | 180 |
|
2024
Q1 | $289K | Buy |
+14,229
| New | +$289K | 0.07% | 78 |
|
2023
Q2 | – | Sell |
-5,679
| Closed | -$103K | – | 474 |
|
2023
Q1 | $103K | Buy |
+5,679
| New | +$103K | 0.09% | 244 |
|
2022
Q4 | – | Sell |
-9,880
| Closed | -$97K | – | 425 |
|
2022
Q3 | $97K | Buy |
+9,880
| New | +$97K | 0.24% | 212 |
|