Verus Financial Partners’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-16,691
| Closed | -$763K | – | 106 |
|
|
2023
Q3 | $763K | Hold |
16,691
| – | – | 0.1% | 39 |
|
|
2023
Q2 | $809K | Buy |
16,691
+3,273
| +24% | +$159K | 0.1% | 40 |
|
|
2023
Q1 | $713K | Hold |
13,418
| – | – | 0.1% | 46 |
|
|
2022
Q4 | $730K | Hold |
13,418
| – | – | 0.1% | 46 |
|
|
2022
Q3 | $630K | Hold |
13,418
| – | – | 0.1% | 50 |
|
|
2022
Q2 | $739K | Buy |
13,418
+1,984
| +17% | +$109K | 0.11% | 43 |
|
|
2022
Q1 | $668K | Buy |
+11,434
| New | +$668K | 0.09% | 43 |
|