International Assets Investment Management’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 |
-63,900
| Closed | -$7.5K | – | 1895 |
|
2024
Q3 | $7.5K | Buy |
63,900
+56,400
| +752% | +$6.62K | 0.02% | 477 |
|
2024
Q2 | $52K | Buy |
+7,500
| New | +$52K | ﹤0.01% | 1160 |
|
2023
Q2 | – | Sell |
-6,775
| Closed | -$33.3K | – | 1071 |
|
2023
Q1 | $33.3K | Sell |
6,775
-25,284
| -79% | -$124K | ﹤0.01% | 739 |
|
2022
Q4 | $106K | Buy |
+32,059
| New | +$106K | 0.01% | 705 |
|
2021
Q2 | – | Sell |
-3,700
| Closed | -$29K | – | 1833 |
|
2021
Q1 | $29K | Buy |
+3,700
| New | +$29K | ﹤0.01% | 1163 |
|