Ategra Capital Management’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-75,716
| Closed | -$2.07M | – | 115 |
|
|
2021
Q3 | $2.07M | Hold |
75,716
| – | – | 0.99% | 26 |
|
|
2021
Q2 | $2M | Hold |
75,716
| – | – | 0.97% | 27 |
|
|
2021
Q1 | $2.16M | Sell |
75,716
-20,816
| -22% | -$595K | 1.2% | 20 |
|
|
2020
Q4 | $1.99M | Hold |
96,532
| – | – | 1.38% | 16 |
|
|
2020
Q3 | $1.39M | Buy |
+96,532
| New | +$1.39M | 1.24% | 22 |
|