Advisor Partners II’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $223K | Sell |
4,723
-794
| -14% | -$37.5K | 0.01% | 1117 |
|
|
2023
Q2 | $276K | Sell |
5,517
-915
| -14% | -$45.7K | 0.01% | 838 |
|
|
2023
Q1 | $340K | Sell |
6,432
-296
| -4% | -$15.7K | 0.02% | 676 |
|
|
2022
Q4 | $355K | Buy |
6,728
+648
| +11% | +$34.2K | 0.02% | 628 |
|
|
2022
Q3 | $280K | Buy |
+6,080
| New | +$280K | 0.02% | 635 |
|