Jolley Asset Management’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-659
| Closed | -$32K | – | 191 |
|
|
2018
Q1 | $32K | Sell |
659
-7,841
| -92% | -$381K | 0.02% | 121 |
|
|
2017
Q4 | $446K | Buy |
+8,500
| New | +$446K | 0.28% | 53 |
|
|
2016
Q2 | – | Sell |
-100
| Closed | -$6K | – | 155 |
|
|
2016
Q1 | $6K | Buy |
+100
| New | +$6K | 0.01% | 127 |
|
|
2015
Q3 | – | Sell |
-200
| Closed | -$11K | – | 117 |
|
|
2015
Q2 | $11K | Hold |
200
| – | – | 0.01% | 99 |
|
|
2015
Q1 | $9K | Sell |
200
-20,300
| -99% | -$914K | 0.01% | 103 |
|
|
2014
Q4 | $902K | Buy |
+20,500
| New | +$902K | 0.75% | 35 |
|