Creative Planning’s United Homes Group UHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-374,998
| Closed | -$2.13M | – | 3254 |
|
|
2024
Q2 | $2.13M | Hold |
374,998
| – | – | ﹤0.01% | 952 |
|
|
2024
Q1 | $2.62M | Hold |
374,998
| – | – | ﹤0.01% | 857 |
|
|
2023
Q4 | $3.16M | Hold |
374,998
| – | – | 0.01% | 719 |
|
|
2023
Q3 | $2.1M | Sell |
374,998
-13,002
| -3% | -$72.8K | ﹤0.01% | 831 |
|
|
2023
Q2 | $4.33M | Buy |
+388,000
| New | +$4.33M | 0.01% | 560 |
|