Raymond James Financial Services Advisors’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-13,544
| Closed | -$61K | – | 3338 |
|
2022
Q1 | $61K | Hold |
13,544
| – | – | ﹤0.01% | 3147 |
|
2021
Q4 | $80K | Buy |
13,544
+40
| +0.3% | +$236 | ﹤0.01% | 3127 |
|
2021
Q3 | $94K | Buy |
13,504
+1,170
| +9% | +$8.14K | ﹤0.01% | 3114 |
|
2021
Q2 | $104K | Sell |
12,334
-7,868
| -39% | -$66.3K | ﹤0.01% | 3121 |
|
2021
Q1 | $160K | Buy |
+20,202
| New | +$160K | ﹤0.01% | 2951 |
|