Glassman Wealth Services’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-36
| Closed | -$2.42K | – | 1751 |
|
|
2023
Q4 | $2.42K | Buy |
+36
| New | +$2.42K | ﹤0.01% | 1291 |
|
|
2021
Q4 | – | Sell |
-20
| Closed | -$1K | – | 1928 |
|
|
2021
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1482 |
|
|
2021
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 1387 |
|
|
2021
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1335 |
|
|
2020
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 1286 |
|
|
2020
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1248 |
|
|
2020
Q2 | – | Sell |
-10
| Closed | – | – | 1554 |
|
|
2020
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1588 |
|
|
2019
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1062 |
|
|
2019
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 940 |
|
|
2019
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 948 |
|
|
2019
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 911 |
|
|
2018
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 700 |
|
|
2018
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 750 |
|
|
2018
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 735 |
|
|
2018
Q1 | $0 | Buy |
10
+5
| +100% | – | ﹤0.01% | 932 |
|
|
2017
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 796 |
|