Tarbox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-40
| Closed | -$2K | – | 941 |
|
|
2022
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 873 |
|
|
2021
Q4 | $2K | Buy |
40
+13
| +48% | +$650 | ﹤0.01% | 941 |
|
|
2021
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 1115 |
|
|
2021
Q2 | $2K | Sell |
27
-1
| -4% | -$74 | ﹤0.01% | 993 |
|
|
2021
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 945 |
|
|
2020
Q4 | $1K | Sell |
28
-15
| -35% | -$536 | ﹤0.01% | 1072 |
|
|
2020
Q3 | $2K | Buy |
43
+12
| +39% | +$558 | ﹤0.01% | 857 |
|
|
2020
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 1078 |
|
|
2020
Q1 | $1K | Buy |
31
+4
| +15% | +$129 | ﹤0.01% | 1015 |
|
|
2019
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 867 |
|
|
2019
Q3 | $1K | Sell |
27
-31
| -53% | -$1.15K | ﹤0.01% | 1030 |
|
|
2019
Q2 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 537 |
|