Bruderman Asset Management’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,115
| Closed | -$72K | – | 309 |
|
|
2017
Q2 | $72K | Buy |
+1,115
| New | +$72K | 0.02% | 179 |
|
|
2017
Q1 | – | Sell |
-1,518
| Closed | -$97K | – | 308 |
|
|
2016
Q4 | $97K | Buy |
1,518
+14
| +0.9% | +$895 | 0.03% | 154 |
|
|
2016
Q3 | $88K | Buy |
1,504
+13
| +0.9% | +$761 | 0.03% | 164 |
|
|
2016
Q2 | $86K | Buy |
1,491
+1,081
| +264% | +$62.4K | 0.03% | 170 |
|
|
2016
Q1 | $23K | Buy |
+410
| New | +$23K | 0.01% | 258 |
|
|
2015
Q3 | – | Sell |
-210
| Closed | -$12K | – | 453 |
|
|
2015
Q2 | $12K | Buy |
+210
| New | +$12K | ﹤0.01% | 337 |
|