Crawford Investment Counsel’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-19,039
| Closed | -$1M | – | 261 |
|
|
2017
Q4 | $1M | Buy |
19,039
+2,000
| +12% | +$105K | 0.03% | 168 |
|
|
2017
Q3 | $976K | Sell |
17,039
-290
| -2% | -$16.6K | 0.03% | 166 |
|
|
2017
Q2 | $1.12M | Sell |
17,329
-6,200
| -26% | -$401K | 0.04% | 152 |
|
|
2017
Q1 | $1.67M | Sell |
23,529
-160
| -0.7% | -$11.3K | 0.06% | 134 |
|
|
2016
Q4 | $1.51M | Hold |
23,689
| – | – | 0.05% | 139 |
|
|
2016
Q3 | $1.38M | Buy |
23,689
+1,200
| +5% | +$69.9K | 0.05% | 143 |
|
|
2016
Q2 | $1.3M | Buy |
22,489
+1,854
| +9% | +$107K | 0.05% | 144 |
|
|
2016
Q1 | $1.17M | Hold |
20,635
| – | – | 0.05% | 147 |
|
|
2015
Q4 | $1.16M | Sell |
20,635
-1,000
| -5% | -$56.1K | 0.05% | 137 |
|
|
2015
Q3 | $1.07M | Buy |
21,635
+1,400
| +7% | +$69.4K | 0.05% | 136 |
|
|
2015
Q2 | $1.16M | Sell |
20,235
-2,000
| -9% | -$115K | 0.04% | 144 |
|
|
2015
Q1 | $1.05M | Buy |
+22,235
| New | +$1.05M | 0.04% | 152 |
|