Girard Partners’s Univest Financial UVSP Stock Holding History

Girard Partners’s Portfolio UVSP Stock Details UVSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$660K	Buy	28,913 +1,936	+7%	+$44.2K	0.06%	165
2024 Q1	$562K	Buy	26,977 +10	+0%	+$208	0.05%	180
2023 Q4	$594K	Hold	26,967	–	–	0.06%	174
2023 Q3	$469K	Hold	26,967	–	–	0.05%	176
2023 Q2	$488K	Buy	26,967 +944	+4%	+$17.1K	0.05%	176
2023 Q1	$618K	Sell	26,023 -864	-3%	-$20.5K	0.07%	162
2022 Q4	$703K	Sell	26,887 -1,384	-5%	-$36.2K	0.08%	169
2022 Q3	$663K	Buy	28,271 +10	+0%	+$235	0.09%	150
2022 Q2	$718K	Buy	28,261 +1,209	+4%	+$30.7K	0.09%	142
2022 Q1	$723K	Buy	27,052 +8	+0%	+$214	0.08%	147
2021 Q4	$809K	Sell	27,044 -1,442	-5%	-$43.1K	0.09%	140
2021 Q3	$780K	Sell	28,486 -4,725	-14%	-$129K	0.1%	133
2021 Q2	$875K	Buy	33,211 +2,645	+9%	+$69.7K	0.11%	125
2021 Q1	$873K	Buy	30,566 +9,117	+43%	+$260K	0.13%	118
2020 Q4	$441K	Sell	21,449 -3,124	-13%	-$64.2K	0.07%	156
2020 Q3	$353K	Hold	24,573	–	–	0.06%	166
2020 Q2	$396K	Buy	24,573 +121	+0.5%	+$1.95K	0.07%	155
2020 Q1	$399K	Buy	24,452 +324	+1%	+$5.29K	0.08%	152
2019 Q4	$646K	Buy	24,128 +14,094	+140%	+$377K	0.11%	136
2019 Q3	$255K	Sell	10,034 -360	-3%	-$9.15K	0.05%	194
2019 Q2	$272K	Hold	10,394	–	–	0.05%	208
2019 Q1	$254K	Sell	10,394 -1,900	-15%	-$46.4K	0.05%	211
2018 Q4	$265K	Sell	12,294 -1,000	-8%	-$21.6K	0.06%	196
2018 Q3	$351K	Sell	13,294 -13,625	-51%	-$360K	0.06%	183
2018 Q2	$740K	Buy	26,919 +48	+0.2%	+$1.32K	0.14%	142
2018 Q1	$744K	Buy	26,871 +329	+1%	+$9.11K	0.17%	128
2017 Q4	$745K	Buy	26,542 +4,867	+22%	+$137K	0.14%	145
2017 Q3	$694K	Buy	21,675 +512	+2%	+$16.4K	0.14%	136
2017 Q2	$634K	Sell	21,163 -4,017	-16%	-$120K	0.14%	138
2017 Q1	$652K	Buy	25,180 +7,107	+39%	+$184K	0.16%	131
2016 Q4	$558K	Buy	18,073 +8,161	+82%	+$252K	0.16%	133
2016 Q3	$232K	Buy	+9,912	New	+$232K	0.08%	181