Oliver Lagore Vanvalin Investment Group’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-549
| Closed | -$3.98K | – | 818 |
|
2024
Q1 | $3.98K | Buy |
549
+206
| +60% | +$1.5K | ﹤0.01% | 535 |
|
2023
Q4 | $2.46K | Buy |
343
+6
| +2% | +$43 | ﹤0.01% | 607 |
|
2023
Q3 | $1.63K | Sell |
337
-1,759
| -84% | -$8.52K | ﹤0.01% | 702 |
|
2023
Q2 | $11.7K | Buy |
2,096
+39
| +2% | +$218 | ﹤0.01% | 439 |
|
2023
Q1 | $10.1K | Buy |
2,057
+57
| +3% | +$280 | ﹤0.01% | 382 |
|
2022
Q4 | $6.62K | Buy |
2,000
+200
| +11% | +$662 | ﹤0.01% | 425 |
|
2022
Q3 | $5K | Buy |
+1,800
| New | +$5K | ﹤0.01% | 438 |
|