TWA
TCI Wealth Advisors’s Universal Insurance Holdings UVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-703
| Closed | -$12.8K | – | 2142 |
|
|
2023
Q1 | $12.8K | Hold |
703
| – | – | ﹤0.01% | 935 |
|
|
2022
Q4 | $7.45K | Buy |
703
+326
| +86% | +$3.45K | ﹤0.01% | 1272 |
|
|
2022
Q3 | $4K | Buy |
377
+33
| +10% | +$350 | ﹤0.01% | 1691 |
|
|
2022
Q2 | $4K | Buy |
+344
| New | +$4K | ﹤0.01% | 1704 |
|
|
2022
Q1 | – | Sell |
-442
| Closed | -$8K | – | 2461 |
|
|
2021
Q4 | $8K | Hold |
442
| – | – | ﹤0.01% | 1378 |
|
|
2021
Q3 | $6K | Sell |
442
-132
| -23% | -$1.79K | ﹤0.01% | 1508 |
|
|
2021
Q2 | $8K | Buy |
574
+504
| +720% | +$7.02K | ﹤0.01% | 1129 |
|
|
2021
Q1 | $1K | Hold |
70
| – | – | ﹤0.01% | 2099 |
|
|
2020
Q4 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 1443 |
|
|
2020
Q2 | – | Sell |
-66
| Closed | -$1K | – | 1650 |
|
|
2020
Q1 | $1K | Buy |
+66
| New | +$1K | ﹤0.01% | 1352 |
|
|
2017
Q3 | – | Sell |
-26
| Closed | -$1K | – | 1389 |
|
|
2017
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 1229 |
|
|
2017
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 1177 |
|
|
2016
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 1245 |
|
|
2016
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 1233 |
|
|
2016
Q2 | $0 | Buy |
+26
| New | – | ﹤0.01% | 1376 |
|
|
2015
Q2 | – | Sell |
-300
| Closed | -$8K | – | 1007 |
|
|
2015
Q1 | $8K | Hold |
300
| – | – | 0.01% | 500 |
|
|
2014
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 533 |
|
|
2014
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 624 |
|
|
2014
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 655 |
|
|
2014
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 614 |
|
|
2013
Q4 | $4K | Hold |
300
| – | – | ﹤0.01% | 606 |
|
|
2013
Q3 | $2K | Hold |
300
| – | – | ﹤0.01% | 653 |
|
|
2013
Q2 | $2K | Buy |
+300
| New | +$2K | ﹤0.01% | 615 |
|