James Investment Research’s Universal Insurance Holdings UVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-27,025
| Closed | -$374K | – | 549 |
|
|
2020
Q3 | $374K | Hold |
27,025
| – | – | 0.03% | 220 |
|
|
2020
Q2 | $480K | Buy |
27,025
+2,060
| +8% | +$36.6K | 0.04% | 203 |
|
|
2020
Q1 | $447K | Hold |
24,965
| – | – | 0.05% | 190 |
|
|
2019
Q4 | $699K | Buy |
24,965
+30
| +0.1% | +$840 | 0.05% | 212 |
|
|
2019
Q3 | $748K | Buy |
24,935
+1,475
| +6% | +$44.2K | 0.05% | 208 |
|
|
2019
Q2 | $655K | Buy |
23,460
+770
| +3% | +$21.5K | 0.05% | 216 |
|
|
2019
Q1 | $703K | Sell |
22,690
-27,975
| -55% | -$867K | 0.05% | 310 |
|
|
2018
Q4 | $1.92M | Sell |
50,665
-16,915
| -25% | -$641K | 0.12% | 158 |
|
|
2018
Q3 | $3.28M | Sell |
67,580
-8,055
| -11% | -$391K | 0.13% | 147 |
|
|
2018
Q2 | $2.66M | Buy |
75,635
+58,965
| +354% | +$2.07M | 0.1% | 205 |
|
|
2018
Q1 | $532K | Buy |
+16,670
| New | +$532K | 0.02% | 512 |
|
|
2017
Q2 | – | Sell |
-70,358
| Closed | -$1.72M | – | 775 |
|
|
2017
Q1 | $1.72M | Buy |
+70,358
| New | +$1.72M | 0.05% | 261 |
|