Cary Street Partners Asset Management’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,650
| Closed | -$39.2K | – | 387 |
|
|
2023
Q1 | $39.2K | Hold |
1,650
| – | – | 0.01% | 254 |
|
|
2022
Q4 | $43.1K | Hold |
1,650
| – | – | 0.01% | 270 |
|
|
2022
Q3 | $39K | Buy |
+1,650
| New | +$39K | 0.01% | 232 |
|
|
2021
Q2 | – | Sell |
-10,833
| Closed | -$310K | – | 180 |
|
|
2021
Q1 | $310K | Buy |
10,833
+421
| +4% | +$12K | 0.08% | 147 |
|
|
2020
Q4 | $214K | Buy |
+10,412
| New | +$214K | 0.06% | 147 |
|