BlackRock Group’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $369K | Buy |
11,969
+3,237
| +37% | +$99.8K | ﹤0.01% | 2444 |
|
|
2016
Q3 | $204K | Buy |
8,732
+3,088
| +55% | +$72.1K | ﹤0.01% | 2608 |
|
|
2016
Q2 | $119K | Hold |
5,644
| – | – | ﹤0.01% | 2722 |
|
|
2016
Q1 | $110K | Buy |
5,644
+3,219
| +133% | +$62.7K | ﹤0.01% | 2719 |
|
|
2015
Q4 | $51K | Hold |
2,425
| – | – | ﹤0.01% | 2812 |
|
|
2015
Q3 | $47K | Buy |
+2,425
| New | +$47K | ﹤0.01% | 2845 |
|
|
2014
Q2 | – | Sell |
-20,946
| Closed | -$430K | – | 2832 |
|
|
2014
Q1 | $430K | Hold |
20,946
| – | – | ﹤0.01% | 2258 |
|
|
2013
Q4 | $433K | Hold |
20,946
| – | – | ﹤0.01% | 2234 |
|
|
2013
Q3 | $395K | Hold |
20,946
| – | – | ﹤0.01% | 2304 |
|
|
2013
Q2 | $399K | Buy |
+20,946
| New | +$399K | ﹤0.01% | 2108 |
|