Beaird Harris 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-200
| Closed | -$9.64K | – | 722 |
|
|
2024
Q2 | $9.64K | Hold |
200
| – | – | ﹤0.01% | 380 |
|
|
2024
Q1 | $10.3K | Hold |
200
| – | – | ﹤0.01% | 327 |
|
|
2023
Q4 | $13.5K | Hold |
200
| – | – | ﹤0.01% | 308 |
|
|
2023
Q3 | $9.44K | Hold |
200
| – | – | ﹤0.01% | 274 |
|
|
2023
Q2 | $9.99K | Hold |
200
| – | – | ﹤0.01% | 267 |
|
|
2023
Q1 | $10.6K | Hold |
200
| – | – | ﹤0.01% | 267 |
|
|
2022
Q4 | $10.6K | Hold |
200
| – | – | ﹤0.01% | 316 |
|
|
2022
Q3 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 296 |
|
|
2022
Q2 | – | Sell |
-200
| Closed | -$12K | – | 612 |
|
|
2022
Q1 | $12K | Hold |
200
| – | – | ﹤0.01% | 311 |
|
|
2021
Q4 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 396 |
|