Glassman Wealth Services’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-24
| Closed | -$1K | – | 2042 |
|
|
2022
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 1554 |
|
|
2022
Q2 | $1K | Sell |
24
-28
| -54% | -$1.17K | ﹤0.01% | 1556 |
|
|
2022
Q1 | $1K | Hold |
52
| – | – | ﹤0.01% | 1543 |
|
|
2021
Q4 | $2K | Hold |
52
| – | – | ﹤0.01% | 1252 |
|
|
2021
Q3 | $1K | Buy |
52
+36
| +225% | +$692 | ﹤0.01% | 1483 |
|
|
2021
Q2 | $0 | Buy |
16
+12
| +300% | – | ﹤0.01% | 1662 |
|
|
2021
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1643 |
|