Algert Global’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-21,144
| Closed | -$502K | – | 1277 |
|
|
2023
Q1 | $502K | Sell |
21,144
-1,308
| -6% | -$31.1K | 0.02% | 820 |
|
|
2022
Q4 | $587K | Sell |
22,452
-30
| -0.1% | -$784 | 0.03% | 755 |
|
|
2022
Q3 | $528K | Buy |
22,482
+2,632
| +13% | +$61.8K | 0.03% | 783 |
|
|
2022
Q2 | $505K | Buy |
19,850
+1,110
| +6% | +$28.2K | 0.04% | 758 |
|
|
2022
Q1 | $501K | Buy |
18,740
+2,000
| +12% | +$53.5K | 0.03% | 812 |
|
|
2021
Q4 | $501K | Sell |
16,740
-3,898
| -19% | -$117K | 0.06% | 536 |
|
|
2021
Q3 | $565K | Buy |
20,638
+12,798
| +163% | +$350K | 0.08% | 493 |
|
|
2021
Q2 | $207K | Sell |
7,840
-350
| -4% | -$9.24K | 0.07% | 348 |
|
|
2021
Q1 | $234K | Sell |
8,190
-5,230
| -39% | -$149K | 0.07% | 349 |
|
|
2020
Q4 | $276K | Sell |
13,420
-10,310
| -43% | -$212K | 0.08% | 310 |
|
|
2020
Q3 | $341K | Hold |
23,730
| – | – | 0.11% | 236 |
|
|
2020
Q2 | $383K | Buy |
23,730
+70
| +0.3% | +$1.13K | 0.13% | 234 |
|
|
2020
Q1 | $386K | Sell |
23,660
-5,318
| -18% | -$86.8K | 0.16% | 208 |
|
|
2019
Q4 | $776K | Buy |
28,978
+10,244
| +55% | +$274K | 0.23% | 152 |
|
|
2019
Q3 | $478K | Hold |
18,734
| – | – | 0.18% | 159 |
|
|
2019
Q2 | $492K | Sell |
18,734
-5,632
| -23% | -$148K | 0.18% | 170 |
|
|
2019
Q1 | $596K | Buy |
+24,366
| New | +$596K | 0.34% | 112 |
|