WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-325
| Closed | -$6K | – | 1691 |
|
|
2016
Q1 | $6K | Hold |
325
| – | – | ﹤0.01% | 1167 |
|
|
2015
Q4 | $8K | Hold |
325
| – | – | ﹤0.01% | 1140 |
|
|
2015
Q3 | $10K | Buy |
+325
| New | +$10K | ﹤0.01% | 1100 |
|
|
2014
Q2 | – | Sell |
-1,973
| Closed | -$25K | – | 2056 |
|
|
2014
Q1 | $25K | Hold |
1,973
| – | – | 0.01% | 1177 |
|
|
2013
Q4 | $29K | Hold |
1,973
| – | – | ﹤0.01% | 1194 |
|
|
2013
Q3 | $14K | Buy |
+1,973
| New | +$14K | ﹤0.01% | 1412 |
|