FNY Investment Advisers’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-273
| Closed | -$7K | – | 773 |
|
|
2019
Q4 | $7K | Buy |
273
+15
| +6% | +$385 | ﹤0.01% | 627 |
|
|
2019
Q3 | $6K | Buy |
258
+15
| +6% | +$349 | ﹤0.01% | 605 |
|
|
2019
Q2 | $6K | Buy |
243
+30
| +14% | +$741 | ﹤0.01% | 651 |
|
|
2019
Q1 | $5K | Buy |
213
+78
| +58% | +$1.83K | ﹤0.01% | 481 |
|
|
2018
Q4 | $2K | Hold |
135
| – | – | ﹤0.01% | 531 |
|
|
2018
Q3 | $3K | Hold |
135
| – | – | ﹤0.01% | 598 |
|
|
2018
Q2 | $3K | Buy |
+135
| New | +$3K | ﹤0.01% | 654 |
|