GW Henssler & Associates’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,546
| Closed | -$202K | – | 208 |
|
|
2019
Q4 | $202K | Buy |
+3,546
| New | +$202K | 0.02% | 200 |
|
|
2019
Q2 | – | Sell |
-4,970
| Closed | -$286K | – | 225 |
|
|
2019
Q1 | $286K | Buy |
+4,970
| New | +$286K | 0.03% | 187 |
|
|
2017
Q2 | – | Sell |
-2,979
| Closed | -$211K | – | 151 |
|
|
2017
Q1 | $211K | Buy |
+2,979
| New | +$211K | 0.02% | 138 |
|