BFA
Benedict Financial Advisors’s Universal Corp UVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,332
| Closed | -$246K | – | 117 |
|
|
2022
Q3 | $246K | Sell |
5,332
-855
| -14% | -$39.4K | 0.08% | 110 |
|
|
2022
Q2 | $374K | Sell |
6,187
-3,209
| -34% | -$194K | 0.11% | 106 |
|
|
2022
Q1 | $546K | Sell |
9,396
-1,860
| -17% | -$108K | 0.15% | 101 |
|
|
2021
Q4 | $618K | Sell |
11,256
-4,914
| -30% | -$270K | 0.16% | 98 |
|
|
2021
Q3 | $782K | Sell |
16,170
-1,313
| -8% | -$63.5K | 0.22% | 97 |
|
|
2021
Q2 | $996K | Sell |
17,483
-5
| -0% | -$285 | 0.28% | 93 |
|
|
2021
Q1 | $1.03M | Sell |
17,488
-435
| -2% | -$25.7K | 0.3% | 89 |
|
|
2020
Q4 | $871K | Buy |
17,923
+92
| +0.5% | +$4.47K | 0.31% | 79 |
|
|
2020
Q3 | $747K | Sell |
17,831
-1,185
| -6% | -$49.6K | 0.29% | 82 |
|
|
2020
Q2 | $808K | Buy |
19,016
+168
| +0.9% | +$7.14K | 0.33% | 78 |
|
|
2020
Q1 | $833K | Buy |
18,848
+223
| +1% | +$9.86K | 0.39% | 75 |
|
|
2019
Q4 | $1.06M | Sell |
18,625
-465
| -2% | -$26.5K | 0.41% | 75 |
|
|
2019
Q3 | $1.05M | Sell |
19,090
-122
| -0.6% | -$6.69K | 0.43% | 75 |
|
|
2019
Q2 | $1.17M | Buy |
19,212
+138
| +0.7% | +$8.38K | 0.49% | 69 |
|
|
2019
Q1 | $1.1M | Buy |
19,074
+124
| +0.7% | +$7.15K | 0.48% | 69 |
|
|
2018
Q4 | $1.03M | Buy |
18,950
+107
| +0.6% | +$5.79K | 0.51% | 65 |
|
|
2018
Q3 | $1.23M | Buy |
18,843
+111
| +0.6% | +$7.22K | 0.55% | 62 |
|
|
2018
Q2 | $1.24M | Buy |
18,732
+212
| +1% | +$14K | 0.61% | 56 |
|
|
2018
Q1 | $898K | Buy |
18,520
+158
| +0.9% | +$7.66K | 0.45% | 71 |
|
|
2017
Q4 | $964K | Buy |
18,362
+40
| +0.2% | +$2.1K | 0.46% | 65 |
|
|
2017
Q3 | $1.05M | Buy |
18,322
+110
| +0.6% | +$6.3K | 0.54% | 59 |
|
|
2017
Q2 | $1.17M | Buy |
18,212
+798
| +5% | +$51.3K | 0.61% | 54 |
|
|
2017
Q1 | $1.23M | Buy |
17,414
+339
| +2% | +$24K | 0.67% | 49 |
|
|
2016
Q4 | $1.09M | Buy |
17,075
+119
| +0.7% | +$7.59K | 0.63% | 51 |
|
|
2016
Q3 | $978K | Buy |
16,956
+767
| +5% | +$44.2K | 0.57% | 52 |
|
|
2016
Q2 | $919K | Buy |
16,189
+347
| +2% | +$19.7K | 0.54% | 55 |
|
|
2016
Q1 | $900K | Buy |
15,842
+208
| +1% | +$11.8K | 0.55% | 56 |
|
|
2015
Q4 | $877K | Buy |
15,634
+794
| +5% | +$44.5K | 0.56% | 55 |
|
|
2015
Q3 | $736K | Buy |
14,840
+592
| +4% | +$29.4K | 0.51% | 58 |
|
|
2015
Q2 | $806K | Buy |
14,248
+1,508
| +12% | +$85.3K | 0.52% | 56 |
|
|
2015
Q1 | $610K | Buy |
12,740
+448
| +4% | +$21.5K | 0.39% | 63 |
|
|
2014
Q4 | $578K | Buy |
+12,292
| New | +$578K | 0.38% | 63 |
|