Pathstone Holdings’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,653
| Closed | -$1.15M | – | 2388 |
|
|
2024
Q3 | $1.15M | Sell |
21,653
-708
| -3% | -$37.6K | 0.01% | 1287 |
|
|
2024
Q2 | $1.08M | Buy |
22,361
+17,717
| +382% | +$854K | ﹤0.01% | 1288 |
|
|
2024
Q1 | $240K | Sell |
4,644
-277
| -6% | -$14.3K | ﹤0.01% | 2044 |
|
|
2023
Q4 | $331K | Buy |
+4,921
| New | +$331K | ﹤0.01% | 1750 |
|