Covestor’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 | $0 | Hold |
3
| – | – | ﹤0.01% | 2794 |
|
|
2025
Q1 | $0 | Sell |
3
-9
| -75% | – | ﹤0.01% | 2764 |
|
|
2024
Q4 | $0 | Sell |
12
-17
| -59% | – | ﹤0.01% | 2777 |
|
|
2024
Q3 | $1K | Sell |
29
-30
| -51% | -$1.03K | ﹤0.01% | 2110 |
|
|
2024
Q2 | $1K | Buy |
59
+25
| +74% | +$424 | ﹤0.01% | 2141 |
|
|
2024
Q1 | $1K | Sell |
34
-51
| -60% | -$1.5K | ﹤0.01% | 2131 |
|
|
2023
Q4 | $2K | Buy |
85
+1
| +1% | +$24 | ﹤0.01% | 1892 |
|
|
2023
Q3 | $1K | Buy |
84
+41
| +95% | +$488 | ﹤0.01% | 2008 |
|
|
2023
Q2 | $1K | Sell |
43
-58
| -57% | -$1.35K | ﹤0.01% | 2027 |
|
|
2023
Q1 | $2K | Buy |
101
+51
| +102% | +$1.01K | ﹤0.01% | 1797 |
|
|
2022
Q4 | $1K | Sell |
50
-12
| -19% | -$240 | ﹤0.01% | 1947 |
|
|
2022
Q3 | $1K | Sell |
62
-135
| -69% | -$2.18K | ﹤0.01% | 1862 |
|
|
2022
Q2 | $5K | Buy |
197
+41
| +26% | +$1.04K | ﹤0.01% | 1422 |
|
|
2022
Q1 | $4K | Sell |
156
-8
| -5% | -$205 | ﹤0.01% | 1561 |
|
|
2021
Q4 | $5K | Buy |
+164
| New | +$5K | 0.01% | 1349 |
|