Neo Ivy Capital 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 |
-79,814
| Closed | -$680K | – | 409 |
|
|
2024
Q3 | $680K | Buy |
+79,814
| New | +$680K | 0.22% | 174 |
|
|
2023
Q4 | $272K | Buy |
+37,981
| New | +$272K | 0.61% | 27 |
|
|
2023
Q3 | – | Sell |
-62,367
| Closed | -$349K | – | 461 |
|
|
2023
Q2 | $349K | Buy |
+62,367
| New | +$349K | 0.18% | 184 |
|
|
2022
Q2 | – | Sell |
-140,660
| Closed | -$638K | – | 624 |
|
|
2022
Q1 | $638K | Buy |
140,660
+96,127
| +216% | +$436K | 0.58% | 28 |
|
|
2021
Q4 | $264K | Buy |
+44,533
| New | +$264K | 0.38% | 99 |
|