Cutler Group’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-304
| Closed | -$9K | – | 2865 |
|
|
2017
Q3 | $9K | Buy |
304
+4
| +1% | +$118 | ﹤0.01% | 1942 |
|
|
2017
Q2 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 2241 |
|
|
2017
Q1 | – | Sell |
-2,900
| Closed | -$89K | – | 3392 |
|
|
2016
Q4 | $89K | Buy |
+2,900
| New | +$89K | ﹤0.01% | 1241 |
|