Wealthspire Advisors (Maryland)’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-104
| Closed | -$6K | – | 2005 |
|
|
2019
Q1 | $6K | Hold |
104
| – | – | ﹤0.01% | 1777 |
|
|
2018
Q4 | $6K | Sell |
104
-11
| -10% | -$635 | ﹤0.01% | 1683 |
|
|
2018
Q3 | $7K | Hold |
115
| – | – | ﹤0.01% | 1683 |
|
|
2018
Q2 | $8K | Hold |
115
| – | – | ﹤0.01% | 1630 |
|
|
2018
Q1 | $6K | Buy |
115
+28
| +32% | +$1.46K | ﹤0.01% | 1764 |
|
|
2017
Q4 | $5K | Buy |
87
+60
| +222% | +$3.45K | ﹤0.01% | 1852 |
|
|
2017
Q3 | $2K | Buy |
27
+2
| +8% | +$148 | ﹤0.01% | 2019 |
|
|
2017
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 2016 |
|
|
2017
Q1 | $2K | Buy |
25
+7
| +39% | +$560 | ﹤0.01% | 1721 |
|
|
2016
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 1684 |
|
|
2016
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1664 |
|
|
2016
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1634 |
|
|
2016
Q1 | $1K | Sell |
18
-4
| -18% | -$222 | ﹤0.01% | 1679 |
|
|
2015
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1659 |
|