Aperio Group’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $810K | Buy |
39,350
+4,667
| +13% | +$96.1K | ﹤0.01% | 1704 |
|
|
2020
Q3 | $498K | Buy |
34,683
+767
| +2% | +$11K | ﹤0.01% | 1811 |
|
|
2020
Q2 | $547K | Buy |
33,916
+7,768
| +30% | +$125K | ﹤0.01% | 1731 |
|
|
2020
Q1 | $427K | Buy |
26,148
+12,571
| +93% | +$205K | ﹤0.01% | 1733 |
|
|
2019
Q4 | $364K | Sell |
13,577
-3,892
| -22% | -$104K | ﹤0.01% | 1975 |
|
|
2019
Q3 | $446K | Buy |
17,469
+2,295
| +15% | +$58.6K | ﹤0.01% | 1820 |
|
|
2019
Q2 | $398K | Buy |
15,174
+1,789
| +13% | +$46.9K | ﹤0.01% | 1900 |
|
|
2019
Q1 | $327K | Buy |
13,385
+609
| +5% | +$14.9K | ﹤0.01% | 1964 |
|
|
2018
Q4 | $276K | Buy |
12,776
+2,184
| +21% | +$47.2K | ﹤0.01% | 1980 |
|
|
2018
Q3 | $280K | Buy |
10,592
+1,115
| +12% | +$29.5K | ﹤0.01% | 2046 |
|
|
2018
Q2 | $261K | Buy |
9,477
+1,693
| +22% | +$46.6K | ﹤0.01% | 2060 |
|
|
2018
Q1 | $216K | Buy |
+7,784
| New | +$216K | ﹤0.01% | 2109 |
|
|
2017
Q1 | – | Sell |
-11,733
| Closed | -$363K | – | 2167 |
|
|
2016
Q4 | $363K | Buy |
11,733
+735
| +7% | +$22.7K | ﹤0.01% | 1699 |
|
|
2016
Q3 | $257K | Buy |
+10,998
| New | +$257K | ﹤0.01% | 1805 |
|