Alpha Windward’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-8,100
| Closed | -$464K | – | 458 |
|
|
2017
Q3 | $464K | Buy |
8,100
+1,680
| +26% | +$96.2K | 0.29% | 155 |
|
|
2017
Q2 | $415K | Buy |
+6,420
| New | +$415K | 0.27% | 161 |
|
|
2016
Q4 | – | Sell |
-7,260
| Closed | -$423K | – | 464 |
|
|
2016
Q3 | $423K | Sell |
7,260
-180
| -2% | -$10.5K | 0.29% | 137 |
|
|
2016
Q2 | $430K | Buy |
+7,440
| New | +$430K | 0.31% | 86 |
|
|
2013
Q4 | – | Sell |
-8,280
| Closed | -$422K | – | 424 |
|
|
2013
Q3 | $422K | Buy |
8,280
+1,740
| +27% | +$88.7K | 0.32% | 123 |
|
|
2013
Q2 | $378K | Buy |
+6,540
| New | +$378K | 0.3% | 136 |
|