Howe & Rusling’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-140
| Closed | – | – | 1012 |
|
|
2022
Q3 | $0 | Hold |
140
| – | – | ﹤0.01% | 1196 |
|
|
2022
Q2 | $0 | Hold |
140
| – | – | ﹤0.01% | 1164 |
|
|
2022
Q1 | $1K | Buy |
140
+20
| +17% | +$143 | ﹤0.01% | 967 |
|
|
2021
Q4 | $1K | Buy |
120
+50
| +71% | +$417 | ﹤0.01% | 963 |
|
|
2021
Q3 | $0 | Hold |
70
| – | – | ﹤0.01% | 1033 |
|
|
2021
Q2 | $1K | Buy |
70
+20
| +40% | +$286 | ﹤0.01% | 906 |
|
|
2021
Q1 | $0 | Buy |
+50
| New | – | ﹤0.01% | 1012 |
|