MA
Marshwinds Advisory’s Universal Corp UVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $551K | Buy |
10,178
+215
| +2% | +$11.6K | 0.29% | 78 |
|
|
2018
Q3 | $648K | Buy |
9,963
+15
| +0.2% | +$976 | 0.3% | 80 |
|
|
2018
Q2 | $657K | Buy |
9,948
+16
| +0.2% | +$1.06K | 0.31% | 81 |
|
|
2018
Q1 | $482K | Buy |
9,932
+115
| +1% | +$5.58K | 0.23% | 91 |
|
|
2017
Q4 | $515K | Buy |
9,817
+12
| +0.1% | +$630 | 0.24% | 89 |
|
|
2017
Q3 | $562K | Buy |
9,805
+12
| +0.1% | +$688 | 0.26% | 86 |
|
|
2017
Q2 | $634K | Buy |
9,793
+9
| +0.1% | +$583 | 0.3% | 78 |
|
|
2017
Q1 | $692K | Buy |
9,784
+9
| +0.1% | +$637 | 0.32% | 77 |
|
|
2016
Q4 | $623K | Buy |
9,775
+13
| +0.1% | +$829 | 0.3% | 82 |
|
|
2016
Q3 | $568K | Buy |
9,762
+10
| +0.1% | +$582 | 0.28% | 86 |
|
|
2016
Q2 | $563K | Buy |
9,752
+173
| +2% | +$9.99K | 0.27% | 87 |
|
|
2016
Q1 | $544K | Buy |
9,579
+13
| +0.1% | +$738 | 0.28% | 85 |
|
|
2015
Q4 | $536K | Sell |
9,566
-238
| -2% | -$13.3K | 0.28% | 85 |
|
|
2015
Q3 | $486K | Sell |
9,804
-188
| -2% | -$9.32K | 0.26% | 91 |
|
|
2015
Q2 | $573K | Sell |
9,992
-187
| -2% | -$10.7K | 0.29% | 84 |
|
|
2015
Q1 | $480K | Buy |
10,179
+13
| +0.1% | +$613 | 0.23% | 99 |
|
|
2014
Q4 | $447K | Buy |
10,166
+15
| +0.1% | +$660 | 0.21% | 104 |
|
|
2014
Q3 | $451K | Buy |
10,151
+11
| +0.1% | +$489 | 0.22% | 102 |
|
|
2014
Q2 | $561K | Buy |
10,140
+10
| +0.1% | +$553 | 0.27% | 93 |
|
|
2014
Q1 | $566K | Buy |
10,130
+11
| +0.1% | +$615 | 0.29% | 91 |
|
|
2013
Q4 | $553K | Sell |
10,119
-339
| -3% | -$18.5K | 0.29% | 89 |
|
|
2013
Q3 | $533K | Buy |
10,458
+9
| +0.1% | +$459 | 0.31% | 91 |
|
|
2013
Q2 | $604K | Buy |
+10,449
| New | +$604K | 0.36% | 80 |
|