Pathstone Family Office’s Universal Corp UVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,314
Closed -$228K 1496
2022
Q4
$228K Sell
4,314
-421
-9% -$22.2K ﹤0.01% 1337
2022
Q3
$219K Buy
+4,735
New +$219K ﹤0.01% 1305