EntryPoint Capital’s Univest Financial UVSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,400
Closed -$32K 1162
2024
Q2
$32K Buy
1,400
+1,226
+705% +$28K 0.05% 648
2024
Q1
$3.62K Sell
174
-1,804
-91% -$37.6K ﹤0.01% 1318
2023
Q4
$43.6K Buy
+1,978
New +$43.6K 0.04% 793