Alpha Omega Wealth Management’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-500
| Closed | -$30K | – | 532 |
|
|
2019
Q2 | $30K | Hold |
500
| – | – | 0.01% | 314 |
|
|
2019
Q1 | $29K | Hold |
500
| – | – | 0.01% | 306 |
|
|
2018
Q4 | $27K | Hold |
500
| – | – | 0.01% | 272 |
|
|
2018
Q3 | $32K | Hold |
500
| – | – | 0.01% | 261 |
|
|
2018
Q2 | $33K | Buy |
+500
| New | +$33K | 0.02% | 265 |
|