AlphaQuest’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Buy |
17,342
+10,135
| +141% | +$304K | 0.05% | 579 |
|
|
2025
Q1 | $204K | Sell |
7,207
-7,364
| -51% | -$209K | 0.02% | 984 |
|
|
2024
Q4 | $430K | Buy |
14,571
+7,024
| +93% | +$207K | 0.06% | 545 |
|
|
2024
Q3 | $212K | Sell |
7,547
-89
| -1% | -$2.5K | 0.02% | 1048 |
|
|
2024
Q2 | $174K | Sell |
7,636
-8,898
| -54% | -$203K | 0.02% | 792 |
|
|
2024
Q1 | $344K | Buy |
+16,534
| New | +$344K | 0.06% | 481 |
|