Geneos Wealth Management’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-400
| Closed | -$18.9K | – | 2176 |
|
|
2023
Q3 | $18.9K | Sell |
400
-1
| -0.2% | -$47 | ﹤0.01% | 1387 |
|
|
2023
Q2 | $20K | Buy |
401
+250
| +166% | +$12.5K | ﹤0.01% | 1375 |
|
|
2023
Q1 | $7.99K | Sell |
151
-272
| -64% | -$14.4K | ﹤0.01% | 1607 |
|
|
2022
Q4 | $22.3K | Hold |
423
| – | – | ﹤0.01% | 1303 |
|
|
2022
Q3 | $19K | Sell |
423
-10
| -2% | -$449 | ﹤0.01% | 1345 |
|
|
2022
Q2 | $26K | Buy |
433
+422
| +3,836% | +$25.3K | ﹤0.01% | 1576 |
|
|
2022
Q1 | $0 | Buy |
+11
| New | – | ﹤0.01% | 2991 |
|
|
2019
Q2 | – | Sell |
-189
| Closed | -$10K | – | 2528 |
|
|
2019
Q1 | $10K | Hold |
189
| – | – | ﹤0.01% | 1853 |
|
|
2018
Q4 | $10K | Hold |
189
| – | – | ﹤0.01% | 1796 |
|
|
2018
Q3 | $12K | Hold |
189
| – | – | ﹤0.01% | 1792 |
|
|
2018
Q2 | $12K | Hold |
189
| – | – | ﹤0.01% | 1655 |
|
|
2018
Q1 | $9K | Hold |
189
| – | – | ﹤0.01% | 1696 |
|
|
2017
Q4 | $9K | Hold |
189
| – | – | ﹤0.01% | 1684 |
|
|
2017
Q3 | $10K | Hold |
189
| – | – | ﹤0.01% | 1587 |
|
|
2017
Q2 | $12K | Hold |
189
| – | – | ﹤0.01% | 1479 |
|
|
2017
Q1 | $13K | Buy |
189
+1
| +0.5% | +$69 | ﹤0.01% | 1403 |
|
|
2016
Q4 | $12K | Hold |
188
| – | – | ﹤0.01% | 1392 |
|
|
2016
Q3 | $10K | Buy |
188
+9
| +5% | +$479 | ﹤0.01% | 1376 |
|
|
2016
Q2 | $10K | Sell |
179
-46
| -20% | -$2.57K | ﹤0.01% | 1337 |
|
|
2016
Q1 | $12K | Buy |
+225
| New | +$12K | ﹤0.01% | 1264 |
|