Optimum Investment Advisors’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-123
| Closed | -$878 | – | 664 |
|
|
2023
Q4 | $878 | Buy |
123
+3
| +3% | +$21 | ﹤0.01% | 606 |
|
|
2023
Q3 | $584 | Buy |
120
+2
| +2% | +$10 | ﹤0.01% | 674 |
|
|
2023
Q2 | $663 | Buy |
118
+2
| +2% | +$11 | ﹤0.01% | 669 |
|
|
2023
Q1 | $571 | Buy |
116
+3
| +3% | +$15 | ﹤0.01% | 701 |
|
|
2022
Q4 | $375 | Buy |
113
+3
| +3% | +$10 | ﹤0.01% | 735 |
|
|
2022
Q3 | $0 | Buy |
110
+3
| +3% | – | ﹤0.01% | 868 |
|
|
2022
Q2 | $0 | Buy |
107
+3
| +3% | – | ﹤0.01% | 880 |
|
|
2022
Q1 | $0 | Buy |
104
+1
| +1% | – | ﹤0.01% | 897 |
|
|
2021
Q4 | $1K | Buy |
103
+2
| +2% | +$19 | ﹤0.01% | 813 |
|
|
2021
Q3 | $1K | Buy |
101
+1
| +1% | +$10 | ﹤0.01% | 817 |
|
|
2021
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 893 |
|