Asset Planning Services (Pennsylvania)’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-631
| Closed | -$16K | – | 243 |
|
|
2019
Q3 | $16K | Hold |
631
| – | – | 0.01% | 180 |
|
|
2019
Q2 | $17K | Hold |
631
| – | – | 0.01% | 174 |
|
|
2019
Q1 | $15K | Hold |
631
| – | – | 0.01% | 180 |
|
|
2018
Q4 | $14K | Hold |
631
| – | – | 0.01% | 183 |
|
|
2018
Q3 | $16K | Hold |
631
| – | – | 0.01% | 177 |
|
|
2018
Q2 | $17K | Sell |
631
-589
| -48% | -$15.9K | 0.01% | 176 |
|
|
2018
Q1 | $34K | Hold |
1,220
| – | – | 0.02% | 148 |
|
|
2017
Q4 | $34K | Hold |
1,220
| – | – | 0.02% | 149 |
|
|
2017
Q3 | $39K | Hold |
1,220
| – | – | 0.02% | 158 |
|
|
2017
Q2 | $37K | Hold |
1,220
| – | – | 0.02% | 152 |
|
|
2017
Q1 | $32K | Hold |
1,220
| – | – | 0.02% | 166 |
|
|
2016
Q4 | $38K | Hold |
1,220
| – | – | 0.03% | 145 |
|
|
2016
Q3 | $28K | Hold |
1,220
| – | – | 0.02% | 149 |
|
|
2016
Q2 | $26K | Hold |
1,220
| – | – | 0.02% | 163 |
|
|
2016
Q1 | $24K | Hold |
1,220
| – | – | 0.02% | 162 |
|
|
2015
Q4 | $25K | Hold |
1,220
| – | – | 0.02% | 129 |
|
|
2015
Q3 | $23K | Hold |
1,220
| – | – | 0.02% | 126 |
|
|
2015
Q2 | $25K | Buy |
+1,220
| New | +$25K | 0.02% | 141 |
|