B
Bailard’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Hold |
8,000
| – | – | 0.01% | 686 |
|
|
2025
Q1 | $227K | Sell |
8,000
-13,132
| -62% | -$372K | 0.01% | 662 |
|
|
2024
Q4 | $624K | Buy |
21,132
+332
| +2% | +$9.8K | 0.02% | 418 |
|
|
2024
Q3 | $585K | Buy |
+20,800
| New | +$585K | 0.02% | 436 |
|
|
2024
Q1 | – | Sell |
-33,400
| Closed | -$736K | – | 818 |
|
|
2023
Q4 | $736K | Buy |
33,400
+22,400
| +204% | +$493K | 0.02% | 352 |
|
|
2023
Q3 | $191K | Buy |
+11,000
| New | +$191K | 0.01% | 664 |
|
|
2020
Q1 | – | Sell |
-8,200
| Closed | -$220K | – | 568 |
|
|
2019
Q4 | $220K | Buy |
+8,200
| New | +$220K | 0.01% | 474 |
|