D.A. Davidson & Co’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-244
| Closed | -$15K | – | 2499 |
|
|
2016
Q4 | $15K | Hold |
244
| – | – | ﹤0.01% | 2013 |
|
|
2016
Q3 | $14K | Sell |
244
-1,980
| -89% | -$114K | ﹤0.01% | 1965 |
|
|
2016
Q2 | $128K | Sell |
2,224
-263
| -11% | -$15.1K | ﹤0.01% | 1032 |
|
|
2016
Q1 | $140K | Buy |
2,487
+244
| +11% | +$13.7K | ﹤0.01% | 979 |
|
|
2015
Q4 | $125K | Hold |
2,243
| – | – | ﹤0.01% | 1030 |
|
|
2015
Q3 | $110K | Sell |
2,243
-999
| -31% | -$49K | ﹤0.01% | 1063 |
|
|
2015
Q2 | $185K | Sell |
3,242
-150
| -4% | -$8.56K | 0.01% | 902 |
|
|
2015
Q1 | $159K | Hold |
3,392
| – | – | 0.01% | 954 |
|
|
2014
Q4 | $148K | Buy |
3,392
+3,242
| +2,161% | +$141K | ﹤0.01% | 971 |
|
|
2014
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 1911 |
|
|
2014
Q2 | $8K | Buy |
+150
| New | +$8K | ﹤0.01% | 1846 |
|