Bowling Portfolio Management’s Univest Financial UVSP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-36,399	Closed	-$587K	–	484
2020 Q2	$587K	Sell	36,399 -6,312	-15%	-$102K	0.13%	218
2020 Q1	$697K	Buy	42,711 +8,573	+25%	+$140K	0.17%	172
2019 Q4	$914K	Buy	+34,138	New	+$914K	0.16%	213