Aigen Investment Management’s Univest Financial UVSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-11,724
Closed -$258K 1027
2023
Q4
$258K Sell
11,724
-250
-2% -$5.51K 0.05% 544
2023
Q3
$208K Buy
+11,974
New +$208K 0.04% 657
2020
Q1
Sell
-543
Closed -$15K 1590
2019
Q4
$15K Buy
+543
New +$15K ﹤0.01% 940