Bailard’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,400
| Closed | -$351K | – | 604 |
|
|
2019
Q3 | $351K | Buy |
6,400
+1,700
| +36% | +$93.2K | 0.02% | 366 |
|
|
2019
Q2 | $286K | Sell |
4,700
-3,400
| -42% | -$207K | 0.02% | 431 |
|
|
2019
Q1 | $467K | Hold |
8,100
| – | – | 0.03% | 312 |
|
|
2018
Q4 | $439K | Sell |
8,100
-800
| -9% | -$43.4K | 0.03% | 326 |
|
|
2018
Q3 | $579K | Buy |
+8,900
| New | +$579K | 0.03% | 339 |
|
|
2018
Q1 | – | Sell |
-7,200
| Closed | -$378K | – | 506 |
|
|
2017
Q4 | $378K | Buy |
+7,200
| New | +$378K | 0.02% | 344 |
|