Berman Capital Advisors’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4K | Buy |
98
+16
| +20% | +$653 | ﹤0.01% | 1519 |
|
|
2021
Q2 | $4K | Buy |
82
+27
| +49% | +$1.32K | ﹤0.01% | 1430 |
|
|
2021
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 1451 |
|
|
2020
Q4 | $2K | Sell |
55
-17
| -24% | -$618 | ﹤0.01% | 1446 |
|
|
2020
Q3 | $3K | Buy |
72
+56
| +350% | +$2.33K | ﹤0.01% | 1222 |
|
|
2020
Q2 | $0 | Buy |
+16
| New | – | ﹤0.01% | 1850 |
|
|
2020
Q1 | – | Sell |
-35
| Closed | -$2K | – | 1685 |
|
|
2019
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 1253 |
|
|
2019
Q3 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 1378 |
|
|
2019
Q2 | – | Sell |
-17
| Closed | – | – | 1587 |
|
|
2019
Q1 | $0 | Buy |
+17
| New | – | ﹤0.01% | 1490 |
|