Canada Life’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Hold |
3,940
| – | – | ﹤0.01% | 1749 |
|
|
2025
Q1 | $112K | Hold |
3,940
| – | – | ﹤0.01% | 1763 |
|
|
2024
Q4 | $116K | Sell |
3,940
-1,809
| -31% | -$53.3K | ﹤0.01% | 1791 |
|
|
2024
Q3 | $162K | Buy |
5,749
+233
| +4% | +$6.57K | ﹤0.01% | 1799 |
|
|
2024
Q2 | $126K | Sell |
5,516
-25
| -0.5% | -$571 | ﹤0.01% | 1853 |
|
|
2024
Q1 | $115K | Sell |
5,541
-98
| -2% | -$2.03K | ﹤0.01% | 1908 |
|
|
2023
Q4 | $123K | Sell |
5,639
-151
| -3% | -$3.29K | ﹤0.01% | 1903 |
|
|
2023
Q3 | $100K | Buy |
5,790
+3,283
| +131% | +$56.7K | ﹤0.01% | 1963 |
|
|
2023
Q2 | $46K | Sell |
2,507
-689
| -22% | -$12.6K | ﹤0.01% | 2010 |
|
|
2023
Q1 | $75K | Sell |
3,196
-1,000
| -24% | -$23.5K | ﹤0.01% | 2016 |
|
|
2022
Q4 | $109K | Buy |
4,196
+1,539
| +58% | +$40K | ﹤0.01% | 1971 |
|
|
2022
Q3 | $62K | Buy |
2,657
+144
| +6% | +$3.36K | ﹤0.01% | 2066 |
|
|
2022
Q2 | $64K | Sell |
2,513
-144
| -5% | -$3.67K | ﹤0.01% | 2008 |
|
|
2022
Q1 | $75K | Buy |
2,657
+395
| +17% | +$11.2K | ﹤0.01% | 2071 |
|
|
2021
Q4 | $68K | Sell |
2,262
-267
| -11% | -$8.03K | ﹤0.01% | 2094 |
|
|
2021
Q3 | $70K | Hold |
2,529
| – | – | ﹤0.01% | 2145 |
|
|
2021
Q2 | $67K | Buy |
2,529
+36
| +1% | +$954 | ﹤0.01% | 2185 |
|
|
2021
Q1 | $70K | Buy |
2,493
+116
| +5% | +$3.26K | ﹤0.01% | 2192 |
|
|
2020
Q4 | $49K | Sell |
2,377
-13
| -0.5% | -$268 | ﹤0.01% | 2284 |
|
|
2020
Q3 | $35K | Sell |
2,390
-396
| -14% | -$5.8K | ﹤0.01% | 2276 |
|
|
2020
Q2 | $45K | Sell |
2,786
-40
| -1% | -$646 | ﹤0.01% | 2250 |
|
|
2020
Q1 | $46K | Buy |
2,826
+316
| +13% | +$5.14K | ﹤0.01% | 2157 |
|
|
2019
Q4 | $67K | Buy |
+2,510
| New | +$67K | ﹤0.01% | 2169 |
|
|
2019
Q3 | – | Sell |
-4,143
| Closed | -$109K | – | 2237 |
|
|
2019
Q2 | $109K | Buy |
4,143
+65
| +2% | +$1.71K | ﹤0.01% | 2194 |
|
|
2019
Q1 | $100K | Hold |
4,078
| – | – | ﹤0.01% | 2072 |
|
|
2018
Q4 | $84K | Sell |
4,078
-9
| -0.2% | -$185 | ﹤0.01% | 2201 |
|
|
2018
Q3 | $108K | Sell |
4,087
-2
| -0% | -$53 | ﹤0.01% | 2167 |
|
|
2018
Q2 | $113K | Sell |
4,089
-6
| -0.1% | -$166 | ﹤0.01% | 2149 |
|
|
2018
Q1 | $113K | Buy |
4,095
+228
| +6% | +$6.29K | ﹤0.01% | 2131 |
|
|
2017
Q4 | $108K | Buy |
3,867
+2,967
| +330% | +$82.9K | ﹤0.01% | 2152 |
|
|
2017
Q3 | $29K | Hold |
900
| – | – | ﹤0.01% | 2444 |
|
|
2017
Q2 | $27K | Hold |
900
| – | – | ﹤0.01% | 2460 |
|
|
2017
Q1 | $23K | Hold |
900
| – | – | ﹤0.01% | 2442 |
|
|
2016
Q4 | $28K | Hold |
900
| – | – | ﹤0.01% | 2446 |
|
|
2016
Q3 | $21K | Hold |
900
| – | – | ﹤0.01% | 2465 |
|
|
2016
Q2 | $19K | Hold |
900
| – | – | ﹤0.01% | 2469 |
|
|
2016
Q1 | $18K | Hold |
900
| – | – | ﹤0.01% | 2360 |
|
|
2015
Q4 | $19K | Hold |
900
| – | – | ﹤0.01% | 2371 |
|
|
2015
Q3 | $17K | Hold |
900
| – | – | ﹤0.01% | 2340 |
|
|
2015
Q2 | $18K | Hold |
900
| – | – | ﹤0.01% | 2478 |
|
|
2015
Q1 | $18K | Hold |
900
| – | – | ﹤0.01% | 2362 |
|
|
2014
Q4 | $18K | Hold |
900
| – | – | ﹤0.01% | 2353 |
|
|
2014
Q3 | $17K | Hold |
900
| – | – | ﹤0.01% | 2339 |
|
|
2014
Q2 | $19K | Hold |
900
| – | – | ﹤0.01% | 2247 |
|
|
2014
Q1 | $18K | Hold |
900
| – | – | ﹤0.01% | 2150 |
|
|
2013
Q4 | $19K | Buy |
+900
| New | +$19K | ﹤0.01% | 2142 |
|