Cornerstone Advisors (Washington)’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1K | Hold |
49
| – | – | ﹤0.01% | 699 |
|
|
2020
Q2 | $1K | Buy |
+49
| New | +$1K | ﹤0.01% | 691 |
|
|
2020
Q1 | – | Sell |
-24
| Closed | -$1K | – | 818 |
|
|
2019
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 726 |
|
|
2019
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 716 |
|
|
2019
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1412 |
|