YorkBridge Wealth Partners’s Universal Insurance Holdings UVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-407
| Closed | -$13K | – | 774 |
|
|
2019
Q1 | $13K | Sell |
407
-355
| -47% | -$11.3K | 0.01% | 538 |
|
|
2018
Q4 | $29K | Hold |
762
| – | – | 0.02% | 385 |
|
|
2018
Q3 | $37K | Buy |
762
+1
| +0.1% | +$49 | 0.02% | 389 |
|
|
2018
Q2 | $27K | Sell |
761
-148
| -16% | -$5.25K | 0.01% | 455 |
|
|
2018
Q1 | $29K | Buy |
909
+131
| +17% | +$4.18K | 0.01% | 444 |
|
|
2017
Q4 | $22K | Buy |
+778
| New | +$22K | 0.01% | 490 |
|