Freedom Investment Management’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,929
| Closed | -$228K | – | 841 |
|
|
2022
Q1 | $228K | Sell |
3,929
-170
| -4% | -$9.87K | 0.02% | 693 |
|
|
2021
Q4 | $225K | Sell |
4,099
-202
| -5% | -$11.1K | 0.02% | 769 |
|
|
2021
Q3 | $208K | Buy |
4,301
+128
| +3% | +$6.19K | 0.02% | 758 |
|
|
2021
Q2 | $238K | Sell |
4,173
-179
| -4% | -$10.2K | 0.02% | 772 |
|
|
2021
Q1 | $257K | Sell |
4,352
-343
| -7% | -$20.3K | 0.02% | 709 |
|
|
2020
Q4 | $228K | Sell |
4,695
-416
| -8% | -$20.2K | 0.03% | 544 |
|
|
2020
Q3 | $214K | Sell |
5,111
-776
| -13% | -$32.5K | 0.02% | 491 |
|
|
2020
Q2 | $250K | Buy |
+5,887
| New | +$250K | 0.03% | 453 |
|
|
2015
Q2 | – | Sell |
-5,686
| Closed | -$268K | – | 707 |
|
|
2015
Q1 | $268K | Sell |
5,686
-463
| -8% | -$21.8K | 0.03% | 510 |
|
|
2014
Q4 | $270K | Buy |
6,149
+1,271
| +26% | +$55.8K | 0.04% | 448 |
|
|
2014
Q3 | $217K | Buy |
4,878
+476
| +11% | +$21.2K | 0.04% | 435 |
|
|
2014
Q2 | $244K | Buy |
4,402
+295
| +7% | +$16.4K | 0.04% | 401 |
|
|
2014
Q1 | $230K | Buy |
+4,107
| New | +$230K | 0.05% | 360 |
|