Sutton Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-706
| Closed | -$7.48K | – | 1540 |
|
2022
Q4 | $7.48K | Buy |
+706
| New | +$7.48K | ﹤0.01% | 1032 |
|
2022
Q3 | – | Sell |
-46
| Closed | -$599 | – | 1743 |
|
2022
Q2 | $599 | Sell |
46
-5
| -10% | -$65 | ﹤0.01% | 1416 |
|
2022
Q1 | $688 | Sell |
51
-1,348
| -96% | -$18.2K | ﹤0.01% | 1430 |
|
2021
Q4 | $23.8K | Hold |
1,399
| – | – | 0.01% | 655 |
|
2021
Q3 | $18.2K | Buy |
+1,399
| New | +$18.2K | 0.01% | 720 |
|
2020
Q4 | – | Sell |
-496
| Closed | -$6.87K | – | 1252 |
|
2020
Q3 | $6.87K | Sell |
496
-497
| -50% | -$6.88K | ﹤0.01% | 835 |
|
2020
Q2 | $17.6K | Buy |
993
+497
| +100% | +$8.82K | 0.01% | 574 |
|
2020
Q1 | $8.89K | Hold |
496
| – | – | 0.01% | 686 |
|
2019
Q4 | $13.9K | Hold |
496
| – | – | 0.01% | 736 |
|
2019
Q3 | $14.9K | Hold |
496
| – | – | 0.01% | 681 |
|
2019
Q2 | $13.8K | Hold |
496
| – | – | 0.01% | 684 |
|
2019
Q1 | $15.4K | Hold |
496
| – | – | 0.01% | 663 |
|
2018
Q4 | $18.8K | Hold |
496
| – | – | 0.01% | 544 |
|
2018
Q3 | $24.1K | Hold |
496
| – | – | 0.02% | 517 |
|
2018
Q2 | $17.4K | Hold |
496
| – | – | 0.01% | 643 |
|
2018
Q1 | $15.8K | Hold |
496
| – | – | 0.01% | 660 |
|
2017
Q4 | $13.6K | Hold |
496
| – | – | 0.01% | 694 |
|
2017
Q3 | $11.4K | Hold |
496
| – | – | 0.01% | 732 |
|
2017
Q2 | $12.5K | Hold |
496
| – | – | 0.01% | 690 |
|
2017
Q1 | $12.2K | Hold |
496
| – | – | 0.01% | 663 |
|
2016
Q4 | $14.1K | Hold |
496
| – | – | 0.01% | 600 |
|
2016
Q3 | $12.5K | Hold |
496
| – | – | 0.01% | 601 |
|
2016
Q2 | $9.22K | Hold |
496
| – | – | 0.01% | 649 |
|
2016
Q1 | $8.83K | Buy |
+496
| New | +$8.83K | 0.01% | 638 |
|