Reilly Financial Advisors’s Universal Insurance Holdings UVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $31K | Hold |
1,800
| – | – | ﹤0.01% | 488 |
|
|
2021
Q3 | $23K | Hold |
1,800
| – | – | ﹤0.01% | 501 |
|
|
2021
Q2 | $25K | Hold |
1,800
| – | – | ﹤0.01% | 504 |
|
|
2021
Q1 | $26K | Hold |
1,800
| – | – | ﹤0.01% | 491 |
|
|
2020
Q4 | $27K | Hold |
1,800
| – | – | ﹤0.01% | 441 |
|
|
2020
Q3 | $25K | Sell |
1,800
-1,200
| -40% | -$16.7K | ﹤0.01% | 412 |
|
|
2020
Q2 | $53K | Hold |
3,000
| – | – | 0.01% | 306 |
|
|
2020
Q1 | $54K | Hold |
3,000
| – | – | 0.01% | 288 |
|
|
2019
Q4 | $84K | Hold |
3,000
| – | – | 0.01% | 262 |
|
|
2019
Q3 | $90K | Buy |
+3,000
| New | +$90K | 0.01% | 261 |
|