Avantax Planning Partners’s Univest Financial UVSP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-31	Closed	-$1K	–	1417
2018 Q1	$1K	Buy	+31	New	+$1K	﹤0.01%	1752