Stratos Wealth Advisors’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-41,002
| Closed | -$2.05M | – | 715 |
|
|
2023
Q2 | $2.05M | Sell |
41,002
-236
| -0.6% | -$11.8K | 0.15% | 189 |
|
|
2023
Q1 | $2.18M | Sell |
41,238
-323
| -0.8% | -$17.1K | 0.17% | 172 |
|
|
2022
Q4 | $2.19M | Buy |
41,561
+5,201
| +14% | +$275K | 0.18% | 157 |
|
|
2022
Q3 | $1.67M | Buy |
36,360
+3,646
| +11% | +$168K | 0.18% | 167 |
|
|
2022
Q2 | $1.98M | Buy |
32,714
+1,625
| +5% | +$98.3K | 0.18% | 148 |
|
|
2022
Q1 | $1.81M | Buy |
31,089
+5,269
| +20% | +$306K | 0.15% | 176 |
|
|
2021
Q4 | $1.42M | Buy |
+25,820
| New | +$1.42M | 0.1% | 237 |
|