U.S. Global Investors (USGI)’s Universal Insurance Holdings UVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-48,760
| Closed | -$1.39M | – | 169 |
|
|
2016
Q4 | $1.39M | Sell |
48,760
-4,700
| -9% | -$134K | 0.58% | 34 |
|
|
2016
Q3 | $1.35M | Sell |
53,460
-12,500
| -19% | -$315K | 0.64% | 42 |
|
|
2016
Q2 | $1.23M | Buy |
65,960
+22,000
| +50% | +$409K | 0.67% | 49 |
|
|
2016
Q1 | $782K | Buy |
43,960
+21,960
| +100% | +$391K | 0.42% | 77 |
|
|
2015
Q4 | $510K | Buy |
22,000
+2,000
| +10% | +$46.4K | 0.27% | 94 |
|
|
2015
Q3 | $591K | Hold |
20,000
| – | – | 0.31% | 75 |
|
|
2015
Q2 | $484K | Hold |
20,000
| – | – | 0.19% | 108 |
|
|
2015
Q1 | $512K | Hold |
20,000
| – | – | 0.14% | 107 |
|
|
2014
Q4 | $409K | Buy |
+20,000
| New | +$409K | 0.11% | 106 |
|