Aperio Group’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.24M | Buy |
25,566
+238
| +0.9% | +$11.6K | ﹤0.01% | 1465 |
|
|
2020
Q3 | $1.06M | Buy |
25,328
+8,562
| +51% | +$359K | ﹤0.01% | 1424 |
|
|
2020
Q2 | $713K | Sell |
16,766
-8,121
| -33% | -$345K | ﹤0.01% | 1583 |
|
|
2020
Q1 | $1.1M | Sell |
24,887
-694
| -3% | -$30.7K | ﹤0.01% | 1269 |
|
|
2019
Q4 | $1.46M | Sell |
25,581
-1,285
| -5% | -$73.3K | 0.01% | 1241 |
|
|
2019
Q3 | $1.47M | Buy |
26,866
+1,535
| +6% | +$84.2K | 0.01% | 1198 |
|
|
2019
Q2 | $1.54M | Buy |
25,331
+1,641
| +7% | +$99.7K | 0.01% | 1193 |
|
|
2019
Q1 | $1.37M | Buy |
23,690
+770
| +3% | +$44.4K | 0.01% | 1207 |
|
|
2018
Q4 | $1.24M | Buy |
22,920
+1,972
| +9% | +$107K | 0.01% | 1186 |
|
|
2018
Q3 | $1.36M | Buy |
20,948
+889
| +4% | +$57.8K | 0.01% | 1241 |
|
|
2018
Q2 | $1.33M | Sell |
20,059
-1,416
| -7% | -$93.5K | 0.01% | 1228 |
|
|
2018
Q1 | $1.04M | Sell |
21,475
-1,580
| -7% | -$76.7K | 0.01% | 1289 |
|
|
2017
Q4 | $1.21M | Sell |
23,055
-3,430
| -13% | -$180K | 0.01% | 1200 |
|
|
2017
Q3 | $1.52M | Sell |
26,485
-3,669
| -12% | -$210K | 0.01% | 1055 |
|
|
2017
Q2 | $1.95M | Sell |
30,154
-289
| -0.9% | -$18.7K | 0.01% | 921 |
|
|
2017
Q1 | $2.15M | Buy |
30,443
+3,240
| +12% | +$229K | 0.01% | 844 |
|
|
2016
Q4 | $1.73M | Sell |
27,203
-4,433
| -14% | -$283K | 0.01% | 874 |
|
|
2016
Q3 | $1.84M | Buy |
31,636
+4,668
| +17% | +$272K | 0.01% | 872 |
|
|
2016
Q2 | $1.56M | Buy |
26,968
+1,035
| +4% | +$59.8K | 0.01% | 907 |
|
|
2016
Q1 | $1.47M | Buy |
25,933
+838
| +3% | +$47.6K | 0.01% | 886 |
|
|
2015
Q4 | $1.41M | Buy |
25,095
+5,374
| +27% | +$301K | 0.01% | 878 |
|
|
2015
Q3 | $978K | Sell |
19,721
-9,258
| -32% | -$459K | 0.01% | 990 |
|
|
2015
Q2 | $1.66M | Buy |
28,979
+2,727
| +10% | +$156K | 0.02% | 784 |
|
|
2015
Q1 | $1.24M | Buy |
26,252
+14,883
| +131% | +$702K | 0.01% | 864 |
|
|
2014
Q4 | $500K | Buy |
11,369
+3,941
| +53% | +$173K | 0.01% | 1223 |
|
|
2014
Q3 | $330K | Sell |
7,428
-12,027
| -62% | -$534K | ﹤0.01% | 1341 |
|
|
2014
Q2 | $1.08M | Buy |
19,455
+8,442
| +77% | +$467K | 0.02% | 820 |
|
|
2014
Q1 | $616K | Buy |
+11,013
| New | +$616K | 0.01% | 1229 |
|
|
2013
Q4 | – | Sell |
-6,224
| Closed | -$317K | – | 1311 |
|
|
2013
Q3 | $317K | Buy |
6,224
+598
| +11% | +$30.5K | 0.01% | 1386 |
|
|
2013
Q2 | $325K | Buy |
+5,626
| New | +$325K | 0.01% | 1226 |
|