AdvisorShares Investments’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $320K | Buy |
+5,500
| New | +$320K | 0.06% | 207 |
|
2023
Q1 | – | Sell |
-3,620
| Closed | -$191K | – | 349 |
|
2022
Q4 | $191K | Sell |
3,620
-344
| -9% | -$18.2K | 0.05% | 222 |
|
2022
Q3 | $183K | Hold |
3,964
| – | – | 0.05% | 236 |
|
2022
Q2 | $240K | Sell |
3,964
-232
| -6% | -$14K | 0.07% | 135 |
|
2022
Q1 | $244K | Hold |
4,196
| – | – | 0.04% | 157 |
|
2021
Q4 | $230K | Hold |
4,196
| – | – | 0.03% | 143 |
|
2021
Q3 | $203K | Buy |
4,196
+1,772
| +73% | +$85.7K | 0.03% | 140 |
|
2021
Q2 | $138K | Hold |
2,424
| – | – | 0.02% | 170 |
|
2021
Q1 | $143K | Buy |
2,424
+220
| +10% | +$13K | 0.02% | 137 |
|
2020
Q4 | $107K | Sell |
2,204
-2,408
| -52% | -$117K | 0.02% | 139 |
|
2020
Q3 | $193 | Sell |
4,612
-308
| -6% | -$13 | 0.01% | 119 |
|
2020
Q2 | $209K | Sell |
4,920
-616
| -11% | -$26.2K | 0.09% | 110 |
|
2020
Q1 | $245K | Sell |
5,536
-308
| -5% | -$13.6K | 0.21% | 67 |
|
2019
Q4 | $333K | Buy |
+5,844
| New | +$333K | 0.21% | 117 |
|