Bailard’s Univest Financial UVSP Stock Holding History

Bailard’s Portfolio UVSP Stock Details UVSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$240K	Hold
2025 Q1	$227K	Sell
2024 Q4	$624K	Buy
2024 Q3	$585K	Buy
2024 Q1	–	Sell
2023 Q4	$736K	Buy
2023 Q3	$191K	Buy
2020 Q1	–	Sell
2019 Q4	$220K	Buy