Colonial Trust Advisors’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-800
| Closed | -$42.5K | – | 784 |
|
|
2024
Q3 | $42.5K | Hold |
800
| – | – | ﹤0.01% | 355 |
|
|
2024
Q2 | $38.6K | Hold |
800
| – | – | ﹤0.01% | 356 |
|
|
2024
Q1 | $41.4K | Hold |
800
| – | – | ﹤0.01% | 350 |
|
|
2023
Q4 | $53.9K | Hold |
800
| – | – | 0.01% | 308 |
|
|
2023
Q3 | $37.8K | Hold |
800
| – | – | ﹤0.01% | 357 |
|
|
2023
Q2 | $40K | Hold |
800
| – | – | ﹤0.01% | 355 |
|
|
2023
Q1 | $42.3K | Hold |
800
| – | – | 0.01% | 350 |
|
|
2022
Q4 | $42.2K | Buy |
+800
| New | +$42.2K | 0.01% | 353 |
|