Great Valley Advisor Group’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,612
| Closed | -$258K | – | 731 |
|
|
2022
Q3 | $258K | Buy |
5,612
+908
| +19% | +$41.7K | 0.01% | 571 |
|
|
2022
Q2 | $285K | Buy |
4,704
+114
| +2% | +$6.91K | 0.02% | 557 |
|
|
2022
Q1 | $267K | Sell |
4,590
-496
| -10% | -$28.9K | 0.02% | 511 |
|
|
2021
Q4 | $279K | Sell |
5,086
-869
| -15% | -$47.7K | 0.02% | 504 |
|
|
2021
Q3 | $288K | Buy |
+5,955
| New | +$288K | 0.02% | 476 |
|