Cambridge Investment Research Advisors’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,688
| Closed | -$293K | – | 3274 |
|
|
2021
Q3 | $293K | Hold |
10,688
| – | – | ﹤0.01% | 2489 |
|
|
2021
Q2 | $282K | Sell |
10,688
-322
| -3% | -$8.5K | ﹤0.01% | 2520 |
|
|
2021
Q1 | $315K | Sell |
11,010
-5,150
| -32% | -$147K | ﹤0.01% | 2247 |
|
|
2020
Q4 | $333K | Hold |
16,160
| – | – | ﹤0.01% | 2056 |
|
|
2020
Q3 | $232K | Hold |
16,160
| – | – | ﹤0.01% | 2138 |
|
|
2020
Q2 | $261K | Sell |
16,160
-7,722
| -32% | -$125K | ﹤0.01% | 1993 |
|
|
2020
Q1 | $390K | Buy |
23,882
+765
| +3% | +$12.5K | ﹤0.01% | 1517 |
|
|
2019
Q4 | $619K | Sell |
23,117
-1,143
| -5% | -$30.6K | ﹤0.01% | 1444 |
|
|
2019
Q3 | $619K | Sell |
24,260
-300
| -1% | -$7.66K | 0.01% | 1358 |
|
|
2019
Q2 | $645K | Sell |
24,560
-3,300
| -12% | -$86.7K | 0.01% | 1278 |
|
|
2019
Q1 | $681K | Hold |
27,860
| – | – | 0.01% | 1279 |
|
|
2018
Q4 | $601K | Hold |
27,860
| – | – | 0.01% | 1224 |
|
|
2018
Q3 | $737K | Buy |
27,860
+7,722
| +38% | +$204K | 0.01% | 1213 |
|
|
2018
Q2 | $554K | Sell |
20,138
-1,000
| -5% | -$27.5K | 0.01% | 1344 |
|
|
2018
Q1 | $586K | Hold |
21,138
| – | – | 0.01% | 1260 |
|
|
2017
Q4 | $593K | Hold |
21,138
| – | – | 0.01% | 1225 |
|
|
2017
Q3 | $676K | Hold |
21,138
| – | – | 0.01% | 1047 |
|
|
2017
Q2 | $633K | Buy |
+21,138
| New | +$633K | 0.01% | 1056 |
|