TTWM
TCV Trust & Wealth Management’s Universal Corp UVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,275
| Closed | -$224K | – | 207 |
|
|
2017
Q4 | $224K | Sell |
4,275
-403
| -9% | -$21.1K | 0.03% | 184 |
|
|
2017
Q3 | $268K | Hold |
4,678
| – | – | 0.04% | 166 |
|
|
2017
Q2 | $302K | Buy |
4,678
+178
| +4% | +$11.5K | 0.05% | 158 |
|
|
2017
Q1 | $319K | Hold |
4,500
| – | – | 0.05% | 157 |
|
|
2016
Q4 | $287K | Hold |
4,500
| – | – | 0.05% | 154 |
|
|
2016
Q3 | $262K | Hold |
4,500
| – | – | 0.04% | 147 |
|
|
2016
Q2 | $260K | Hold |
4,500
| – | – | 0.05% | 145 |
|
|
2016
Q1 | $256K | Hold |
4,500
| – | – | 0.05% | 145 |
|
|
2015
Q4 | $252K | Sell |
4,500
-400
| -8% | -$22.4K | 0.04% | 149 |
|
|
2015
Q3 | $243K | Hold |
4,900
| – | – | 0.04% | 155 |
|
|
2015
Q2 | $281K | Hold |
4,900
| – | – | 0.05% | 151 |
|
|
2015
Q1 | $231K | Sell |
4,900
-100
| -2% | -$4.71K | 0.04% | 167 |
|
|
2014
Q4 | $220K | Hold |
5,000
| – | – | 0.04% | 165 |
|
|
2014
Q3 | $222K | Hold |
5,000
| – | – | 0.04% | 163 |
|
|
2014
Q2 | $277K | Buy |
+5,000
| New | +$277K | 0.05% | 152 |
|