Kestra Advisory 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 Q2	–	Sell	-4,343	Closed	-$225K	–	2682
2024 Q1	$225K	Buy	4,343 +187	+4%	+$9.67K	﹤0.01%	2200
2023 Q4	$280K	Sell	4,156 -1,956	-32%	-$132K	﹤0.01%	1891
2023 Q3	$289K	Buy	6,112 +1,251	+26%	+$59.1K	﹤0.01%	1683
2023 Q2	$243K	Buy	+4,861	New	+$243K	﹤0.01%	1783