Emerald Mutual Fund Advisers Trust’s Univest Financial UVSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-17,077
Closed -$376K 257
2023
Q4
$376K Sell
17,077
-11,850
-41% -$261K 0.02% 187
2023
Q3
$503K Hold
28,927
0.03% 179
2023
Q2
$523K Hold
28,927
0.03% 178
2023
Q1
$687K Buy
+28,927
New +$687K 0.04% 157