HERITAGE WEALTH ADVISORS – Universal Corporation Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$843,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-23.90%
quarter
Universal Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.30% | 54 shares | -262K | $46.04 | 18.31K |
| Q2 2022 | share | Increase | +6.85% | 1.17K shares | 113K | $60.5 | 18.25K |
| Q1 2022 | share | Increase | +0.23% | 40 shares | 56K | $58.07 | 17.08K |
| Q4 2021 | share | Increase | +0.24% | 41 shares | 114.34K | $54.61 | 17.04K |
| Q3 2021 | share | Increase | +0.22% | 38 shares | -144.77K | $47.58 | 17.00K |
| Q2 2021 | share | Increase | +6.79% | 1.07K shares | 29.37K | $55.29 | 16.96K |
| Q1 2021 | share | 0.00% | 0 shares | 165.30K | $56.5 | 15.88K | |
| Q4 2020 | share | 0.00% | 0 shares | 106.56K | $45.88 | 15.88K | |
| Q3 2020 | share | 0.00% | 0 shares | -10.01K | $38.84 | 15.88K | |
| Q2 2020 | share | Increase | +1216.40% | 14.68K shares | 622.08K | $38.7 | 15.88K |
| Q1 2020 | share | 0.00% | 0 shares | -15.51K | $39.61 | 1.20K | |
| Q4 2019 | share | 0.00% | 0 shares | 2.88K | $50.43 | 1.20K | |
| Q3 2019 | share | 0.00% | 0 shares | -7.36K | $47.77 | 1.20K | |
| Q2 2019 | share | Increase | +130.78% | 684 shares | 43.20K | $52.31 | 1.20K |
| Q1 2019 | share | 0.00% | 0 shares | 2.15K | $48.97 | 523 | |
| Q4 2018 | share | 0.00% | 0 shares | -6K | $45.4 | 523 | |
| Q3 2018 | share | Increase | 0.00% | 523 shares | 34K | $53.87 | 523 |