WBI Investments’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,255
| Closed | -$618K | – | 241 |
|
|
2021
Q4 | $618K | Buy |
11,255
+1,235
| +12% | +$67.8K | 0.1% | 121 |
|
|
2021
Q3 | $484K | Buy |
10,020
+3,957
| +65% | +$191K | 0.08% | 138 |
|
|
2021
Q2 | $345K | Sell |
6,063
-12,950
| -68% | -$737K | 0.05% | 150 |
|
|
2021
Q1 | $1.12M | Buy |
19,013
+8,639
| +83% | +$510K | 0.18% | 96 |
|
|
2020
Q4 | $504K | Buy |
+10,374
| New | +$504K | 0.08% | 120 |
|
|
2019
Q3 | – | Sell |
-77,564
| Closed | -$4.71M | – | 282 |
|
|
2019
Q2 | $4.71M | Buy |
77,564
+65,233
| +529% | +$3.96M | 0.41% | 52 |
|
|
2019
Q1 | $711K | Buy |
+12,331
| New | +$711K | 0.05% | 195 |
|
|
2018
Q3 | – | Sell |
-118,983
| Closed | -$7.86M | – | 343 |
|
|
2018
Q2 | $7.86M | Buy |
+118,983
| New | +$7.86M | 0.42% | 56 |
|
|
2017
Q1 | – | Sell |
-80,350
| Closed | -$5.12M | – | 375 |
|
|
2016
Q4 | $5.12M | Buy |
+80,350
| New | +$5.12M | 0.22% | 82 |
|