NewEdge Advisors’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-26
| Closed | -$1.75K | – | 3976 |
|
|
2023
Q4 | $1.75K | Hold |
26
| – | – | ﹤0.01% | 3367 |
|
|
2023
Q3 | $1.23K | Hold |
26
| – | – | ﹤0.01% | 3142 |
|
|
2023
Q2 | $1.3K | Hold |
26
| – | – | ﹤0.01% | 3197 |
|
|
2023
Q1 | $1.38K | Sell |
26
-208
| -89% | -$11K | ﹤0.01% | 3106 |
|
|
2022
Q4 | $7.79K | Buy |
+234
| New | +$7.79K | ﹤0.01% | 2450 |
|
|
2017
Q3 | – | Sell |
-6,236
| Closed | -$392K | – | 1088 |
|
|
2017
Q2 | $392K | Sell |
6,236
-12,913
| -67% | -$812K | 0.07% | 223 |
|
|
2017
Q1 | $1.34M | Buy |
19,149
+3,302
| +21% | +$232K | 0.31% | 82 |
|
|
2016
Q4 | $1.05M | Buy |
+15,847
| New | +$1.05M | 0.29% | 79 |
|