CIAS
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CBIZ Investment Advisory Services’s Univest Financial UVSP Stock Holding History

CBIZ Investment Advisory Services’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Hold
0
– -$16K – 115
2020
Q4 		– Hold
0
– -$11K – 78
2020
Q3 		– Hold
0
– -$12K – 86
2020
Q2 		– Hold
0
– -$12K – 95
2020
Q1 		– Hold
0
– -$20K – 137
2019
Q4 		– Hold
0
– – – 102