Sutton Wealth Advisors’s Universal Corp UVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.55K | Hold |
54
| – | – | ﹤0.01% | 688 |
|
|
2023
Q2 | $2.7K | Hold |
54
| – | – | ﹤0.01% | 659 |
|
|
2023
Q1 | $2.86K | Sell |
54
-246
| -82% | -$13K | ﹤0.01% | 596 |
|
|
2022
Q4 | $15.8K | Hold |
300
| – | – | 0.01% | 789 |
|
|
2022
Q3 | $13.8K | Sell |
300
-7
| -2% | -$322 | 0.01% | 789 |
|
|
2022
Q2 | $18.6K | Hold |
307
| – | – | 0.01% | 701 |
|
|
2022
Q1 | $17.8K | Buy |
307
+59
| +24% | +$3.43K | 0.01% | 743 |
|
|
2021
Q4 | $13.6K | Sell |
248
-248
| -50% | -$13.6K | ﹤0.01% | 830 |
|
|
2021
Q3 | $24K | Buy |
496
+107
| +28% | +$5.17K | 0.01% | 641 |
|
|
2021
Q2 | $22.2K | Hold |
389
| – | – | 0.01% | 674 |
|
|
2021
Q1 | $22.9K | Buy |
389
+262
| +206% | +$15.5K | 0.01% | 633 |
|
|
2020
Q4 | $6.17K | Hold |
127
| – | – | ﹤0.01% | 938 |
|
|
2020
Q3 | $5.32K | Buy |
+127
| New | +$5.32K | ﹤0.01% | 909 |
|
|
2020
Q2 | – | Sell |
-436
| Closed | -$19.3K | – | 1291 |
|
|
2020
Q1 | $19.3K | Hold |
436
| – | – | 0.01% | 488 |
|
|
2019
Q4 | $24.9K | Hold |
436
| – | – | 0.01% | 517 |
|
|
2019
Q3 | $23.9K | Hold |
436
| – | – | 0.01% | 520 |
|
|
2019
Q2 | $26.5K | Hold |
436
| – | – | 0.02% | 492 |
|
|
2019
Q1 | $25.1K | Hold |
436
| – | – | 0.01% | 503 |
|
|
2018
Q4 | $23.6K | Hold |
436
| – | – | 0.02% | 472 |
|
|
2018
Q3 | $28.3K | Hold |
436
| – | – | 0.02% | 465 |
|
|
2018
Q2 | $28.8K | Hold |
436
| – | – | 0.02% | 450 |
|
|
2018
Q1 | $21.1K | Buy |
436
+29
| +7% | +$1.41K | 0.02% | 548 |
|
|
2017
Q4 | $21.4K | Buy |
407
+124
| +44% | +$6.51K | 0.02% | 533 |
|
|
2017
Q3 | $16.2K | Hold |
283
| – | – | 0.01% | 611 |
|
|
2017
Q2 | $18.3K | Hold |
283
| – | – | 0.01% | 562 |
|
|
2017
Q1 | $20K | Hold |
283
| – | – | 0.02% | 520 |
|
|
2016
Q4 | $18K | Hold |
283
| – | – | 0.02% | 531 |
|
|
2016
Q3 | $16.5K | Hold |
283
| – | – | 0.02% | 518 |
|
|
2016
Q2 | $16.3K | Hold |
283
| – | – | 0.02% | 499 |
|
|
2016
Q1 | $16.1K | Buy |
+283
| New | +$16.1K | 0.02% | 492 |
|