Assured Investment Management’s Univest Financial UVSP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-57,198	Closed	-$1.51M	–	1307
2018 Q3	$1.51M	Buy	57,198 +32,657	+133%	+$864K	0.03%	450
2018 Q2	$675K	Buy	24,541 +10,329	+73%	+$284K	0.01%	689
2018 Q1	$394K	Buy	+14,212	New	+$394K	0.01%	813