TWA
TCI Wealth Advisors’s Universal Corp UVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-92
| Closed | -$4.87K | – | 2143 |
|
|
2023
Q1 | $4.87K | Hold |
92
| – | – | ﹤0.01% | 1549 |
|
|
2022
Q4 | $4.86K | Sell |
92
-101
| -52% | -$5.33K | ﹤0.01% | 1541 |
|
|
2022
Q3 | $9K | Buy |
193
+5
| +3% | +$233 | ﹤0.01% | 1109 |
|
|
2022
Q2 | $11K | Hold |
188
| – | – | ﹤0.01% | 971 |
|
|
2022
Q1 | $11K | Hold |
188
| – | – | ﹤0.01% | 1068 |
|
|
2021
Q4 | $10K | Buy |
188
+96
| +104% | +$5.11K | ﹤0.01% | 1202 |
|
|
2021
Q3 | $4K | Buy |
92
+18
| +24% | +$783 | ﹤0.01% | 1815 |
|
|
2021
Q2 | $4K | Hold |
74
| – | – | ﹤0.01% | 1627 |
|
|
2021
Q1 | $4K | Sell |
74
-9
| -11% | -$486 | ﹤0.01% | 1415 |
|
|
2020
Q4 | $4K | Buy |
83
+38
| +84% | +$1.83K | ﹤0.01% | 999 |
|
|
2020
Q3 | $2K | Sell |
45
-9
| -17% | -$400 | ﹤0.01% | 1179 |
|
|
2020
Q2 | $2K | Hold |
54
| – | – | ﹤0.01% | 1128 |
|
|
2020
Q1 | $2K | Sell |
54
-11
| -17% | -$407 | ﹤0.01% | 1102 |
|
|
2019
Q4 | $4K | Buy |
+65
| New | +$4K | ﹤0.01% | 954 |
|
|
2019
Q3 | – | Sell |
-36
| Closed | -$2K | – | 1630 |
|
|
2019
Q2 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 1075 |
|
|
2016
Q2 | – | Sell |
-13
| Closed | -$1K | – | 1377 |
|
|
2016
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1170 |
|