Dupont Capital 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
Q1 | – | Sell |
-3,997
| Closed | -$104K | – | 1203 |
|
|
2022
Q4 | $104K | Sell |
3,997
-429
| -10% | -$11.2K | ﹤0.01% | 927 |
|
|
2022
Q3 | $104K | Buy |
+4,426
| New | +$104K | 0.01% | 1021 |
|
|
2020
Q1 | – | Sell |
-20,912
| Closed | -$560K | – | 1381 |
|
|
2019
Q4 | $560K | Hold |
20,912
| – | – | 0.01% | 782 |
|
|
2019
Q3 | $533K | Sell |
20,912
-5,051
| -19% | -$129K | 0.01% | 740 |
|
|
2019
Q2 | $682K | Buy |
+25,963
| New | +$682K | 0.02% | 657 |
|