USA Mutuals Advisors’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-28,754
| Closed | -$1.65M | – | 78 |
|
|
2017
Q3 | $1.65M | Buy |
28,754
+18,254
| +174% | +$1.05M | 0.95% | 23 |
|
|
2017
Q2 | $679K | Hold |
10,500
| – | – | 0.38% | 29 |
|
|
2017
Q1 | $743K | Hold |
10,500
| – | – | 0.42% | 29 |
|
|
2016
Q4 | $669K | Hold |
10,500
| – | – | 0.4% | 30 |
|
|
2016
Q3 | $611K | Buy |
10,500
+10,000
| +2,000% | +$582K | 0.34% | 31 |
|
|
2016
Q2 | $29K | Hold |
500
| – | – | 0.02% | 51 |
|
|
2016
Q1 | $28K | Hold |
500
| – | – | 0.02% | 42 |
|
|
2015
Q4 | $28K | Hold |
500
| – | – | 0.02% | 51 |
|
|
2015
Q3 | $25K | Hold |
500
| – | – | 0.02% | 54 |
|
|
2015
Q2 | $29K | Buy |
+500
| New | +$29K | 0.02% | 55 |
|