WFG 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
Q2 | – | Sell |
-500
| Closed | -$35K | – | 1667 |
|
|
2017
Q1 | $35K | Sell |
500
-200
| -29% | -$14K | 0.01% | 760 |
|
|
2016
Q4 | $45K | Hold |
700
| – | – | 0.01% | 736 |
|
|
2016
Q3 | $41K | Hold |
700
| – | – | 0.01% | 753 |
|
|
2016
Q2 | $40K | Hold |
700
| – | – | 0.01% | 747 |
|
|
2016
Q1 | $40K | Sell |
700
-300
| -30% | -$17.1K | 0.01% | 725 |
|
|
2015
Q4 | $56K | Buy |
+1,000
| New | +$56K | 0.02% | 634 |
|