Dynamic Technology Lab’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,660
| Closed | -$232K | – | 1559 |
|
|
2022
Q1 | $232K | Buy |
+8,660
| New | +$232K | 0.03% | 899 |
|
|
2015
Q3 | – | Sell |
-12,805
| Closed | -$261K | – | 1059 |
|
|
2015
Q2 | $261K | Buy |
+12,805
| New | +$261K | 0.09% | 488 |
|
|
2014
Q3 | – | Sell |
-20,876
| Closed | -$432K | – | 869 |
|
|
2014
Q2 | $432K | Buy |
+20,876
| New | +$432K | 0.21% | 147 |
|