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Bogart Wealth LLC’s Univest Financial UVSP Stock Holding History

Bogart Wealth LLC’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.51K Sell
250
-250
-50% -$7.51K ﹤0.01% 844
2025
Q1 		$14.2K Hold
500
– – ﹤0.01% 668
2024
Q4 		$14.8K Buy
+500
New +$14.8K ﹤0.01% 641