Financial Counselors Inc’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,000
| Closed | -$69.3K | – | 598 |
|
|
2024
Q2 | $69.3K | Hold |
10,000
| – | – | ﹤0.01% | 555 |
|
|
2024
Q1 | $72.6K | Hold |
10,000
| – | – | ﹤0.01% | 566 |
|
|
2023
Q4 | $71.5K | Hold |
10,000
| – | – | ﹤0.01% | 566 |
|
|
2023
Q3 | $48.5K | Sell |
10,000
-2,626
| -21% | -$12.7K | ﹤0.01% | 553 |
|
|
2023
Q2 | $71K | Hold |
12,626
| – | – | ﹤0.01% | 497 |
|
|
2023
Q1 | $62K | Hold |
12,626
| – | – | ﹤0.01% | 498 |
|
|
2022
Q4 | $42K | Buy |
+12,626
| New | +$42K | ﹤0.01% | 500 |
|