Next Financial Group’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-150
| Closed | -$9K | – | 2437 |
|
|
2019
Q2 | $9K | Sell |
150
-50
| -25% | -$3K | ﹤0.01% | 1729 |
|
|
2019
Q1 | $12K | Hold |
200
| – | – | ﹤0.01% | 1084 |
|
|
2018
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 1323 |
|
|
2018
Q3 | $13K | Buy |
+200
| New | +$13K | 0.01% | 928 |
|
|
2017
Q4 | – | Sell |
-650
| Closed | -$38K | – | 1362 |
|
|
2017
Q3 | $38K | Hold |
650
| – | – | 0.01% | 784 |
|
|
2017
Q2 | $42K | Hold |
650
| – | – | 0.01% | 837 |
|
|
2017
Q1 | $48K | Buy |
650
+450
| +225% | +$33.2K | 0.01% | 742 |
|
|
2016
Q4 | $13K | Sell |
200
-80
| -29% | -$5.2K | ﹤0.01% | 1549 |
|
|
2016
Q3 | $16K | Buy |
+280
| New | +$16K | ﹤0.01% | 1461 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$9K | – | 1973 |
|
|
2015
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 1300 |
|
|
2014
Q4 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 1302 |
|