Advisor Group’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $449K | Buy |
7,849
+623
| +9% | +$35.6K | ﹤0.01% | 1743 |
|
2019
Q3 | $398K | Buy |
7,226
+107
| +2% | +$5.89K | ﹤0.01% | 1776 |
|
2019
Q2 | $434K | Sell |
7,119
-568
| -7% | -$34.6K | ﹤0.01% | 1713 |
|
2019
Q1 | $444K | Buy |
7,687
+142
| +2% | +$8.2K | ﹤0.01% | 1675 |
|
2018
Q4 | $410K | Sell |
7,545
-12
| -0.2% | -$652 | ﹤0.01% | 1553 |
|
2018
Q3 | $492K | Buy |
7,557
+1,998
| +36% | +$130K | 0.01% | 1485 |
|
2018
Q2 | $367K | Sell |
5,559
-107
| -2% | -$7.06K | 0.01% | 1537 |
|
2018
Q1 | $276K | Buy |
5,666
+1,135
| +25% | +$55.3K | ﹤0.01% | 1751 |
|
2017
Q4 | $238K | Buy |
4,531
+1,074
| +31% | +$56.4K | ﹤0.01% | 1855 |
|
2017
Q3 | $198K | Buy |
3,457
+725
| +27% | +$41.5K | ﹤0.01% | 1870 |
|
2017
Q2 | $177K | Buy |
2,732
+583
| +27% | +$37.8K | ﹤0.01% | 1875 |
|
2017
Q1 | $152K | Buy |
2,149
+880
| +69% | +$62.2K | ﹤0.01% | 1858 |
|
2016
Q4 | $81K | Buy |
1,269
+652
| +106% | +$41.6K | ﹤0.01% | 2220 |
|
2016
Q3 | $35K | Buy |
617
+298
| +93% | +$16.9K | ﹤0.01% | 2790 |
|
2016
Q2 | $18K | Buy |
+319
| New | +$18K | ﹤0.01% | 3138 |
|