Kestra Private Wealth Services’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,274
| Closed | -$54.7K | – | 1294 |
|
|
2023
Q3 | $54.7K | Buy |
11,274
+114
| +1% | +$553 | ﹤0.01% | 1118 |
|
|
2023
Q2 | $62.5K | Buy |
11,160
+110
| +1% | +$616 | ﹤0.01% | 1032 |
|
|
2023
Q1 | $54.3K | Buy |
+11,050
| New | +$54.3K | ﹤0.01% | 1011 |
|
|
2022
Q4 | – | Sell |
-10,019
| Closed | -$29K | – | 990 |
|
|
2022
Q3 | $29K | Buy |
+10,019
| New | +$29K | ﹤0.01% | 878 |
|