AJO LP’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,828
| Closed | -$75K | – | 755 |
|
|
2019
Q4 | $75K | Buy |
+2,828
| New | +$75K | ﹤0.01% | 546 |
|
|
2019
Q3 | – | Sell |
-15,065
| Closed | -$396K | – | 714 |
|
|
2019
Q2 | $396K | Hold |
15,065
| – | – | ﹤0.01% | 546 |
|
|
2019
Q1 | $368K | Buy |
+15,065
| New | +$368K | ﹤0.01% | 594 |
|