CAPTRUST Financial Advisors’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,100
| Closed | -$28K | – | 3982 |
|
|
2022
Q2 | $28K | Sell |
1,100
-3
| -0.3% | -$76 | ﹤0.01% | 3179 |
|
|
2022
Q1 | $30K | Sell |
1,103
-37
| -3% | -$1.01K | ﹤0.01% | 3155 |
|
|
2021
Q4 | $34K | Buy |
1,140
+28
| +3% | +$835 | ﹤0.01% | 2950 |
|
|
2021
Q3 | $30K | Buy |
1,112
+371
| +50% | +$10K | ﹤0.01% | 2909 |
|
|
2021
Q2 | $20K | Hold |
741
| – | – | ﹤0.01% | 3123 |
|
|
2021
Q1 | $21K | Buy |
+741
| New | +$21K | ﹤0.01% | 2975 |
|