Tradition Wealth Management’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-92
| Closed | -$6K | – | 1152 |
|
|
2023
Q4 | $6K | Buy |
92
+2
| +2% | +$130 | ﹤0.01% | 1123 |
|
|
2023
Q3 | $4K | Buy |
90
+1
| +1% | +$44 | ﹤0.01% | 1262 |
|
|
2023
Q2 | $4K | Buy |
89
+1
| +1% | +$45 | ﹤0.01% | 1298 |
|
|
2023
Q1 | $5K | Buy |
88
+2
| +2% | +$114 | ﹤0.01% | 1167 |
|
|
2022
Q4 | $5K | Buy |
86
+1
| +1% | +$58 | ﹤0.01% | 1060 |
|
|
2022
Q3 | $4K | Buy |
85
+1
| +1% | +$47 | ﹤0.01% | 1123 |
|
|
2022
Q2 | $5K | Buy |
84
+1
| +1% | +$60 | ﹤0.01% | 969 |
|
|
2022
Q1 | $5K | Buy |
83
+1
| +1% | +$60 | ﹤0.01% | 1050 |
|
|
2021
Q4 | $4K | Buy |
82
+2
| +3% | +$98 | ﹤0.01% | 1107 |
|
|
2021
Q3 | $4K | Buy |
80
+1
| +1% | +$50 | ﹤0.01% | 1096 |
|
|
2021
Q2 | $5K | Buy |
+79
| New | +$5K | ﹤0.01% | 1072 |
|
|
2021
Q1 | – | Sell |
-77
| Closed | -$4K | – | 1040 |
|
|
2020
Q4 | $4K | Buy |
+77
| New | +$4K | ﹤0.01% | 882 |
|