Mackenzie Financial’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 |
-6,175
| Closed | -$319K | – | 1631 |
|
|
2024
Q1 | $319K | Hold |
6,175
| – | – | ﹤0.01% | 1147 |
|
|
2023
Q4 | $416K | Hold |
6,175
| – | – | ﹤0.01% | 1050 |
|
|
2023
Q3 | $289K | Hold |
6,175
| – | – | ﹤0.01% | 1152 |
|
|
2023
Q2 | $312K | Hold |
6,175
| – | – | ﹤0.01% | 1159 |
|
|
2023
Q1 | $327K | Sell |
6,175
-1,800
| -23% | -$95.2K | ﹤0.01% | 1154 |
|
|
2022
Q4 | $421K | Hold |
7,975
| – | – | ﹤0.01% | 985 |
|
|
2022
Q3 | $367K | Sell |
7,975
-111
| -1% | -$5.11K | ﹤0.01% | 1022 |
|
|
2022
Q2 | $489K | Buy |
8,086
+2,909
| +56% | +$176K | ﹤0.01% | 952 |
|
|
2022
Q1 | $301K | Buy |
+5,177
| New | +$301K | ﹤0.01% | 1111 |
|