Globeflex Capital’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-9,824
| Closed | -$160K | – | 624 |
|
|
2020
Q1 | $160K | Hold |
9,824
| – | – | 0.05% | 385 |
|
|
2019
Q4 | $263K | Buy |
9,824
+28
| +0.3% | +$750 | 0.05% | 394 |
|
|
2019
Q3 | $250K | Buy |
+9,796
| New | +$250K | 0.05% | 371 |
|
|
2015
Q4 | – | Sell |
-17,200
| Closed | -$331K | – | 508 |
|
|
2015
Q3 | $331K | Buy |
17,200
+17,178
| +78,082% | +$331K | 0.07% | 327 |
|
|
2015
Q2 | $0 | Sell |
22
-33
| -60% | – | ﹤0.01% | 585 |
|
|
2015
Q1 | $1K | Sell |
55
-19
| -26% | -$345 | ﹤0.01% | 474 |
|
|
2014
Q4 | $1K | Sell |
74
-15
| -17% | -$203 | ﹤0.01% | 474 |
|
|
2014
Q3 | $2K | Sell |
89
-48
| -35% | -$1.08K | ﹤0.01% | 416 |
|
|
2014
Q2 | $2K | Buy |
+137
| New | +$2K | ﹤0.01% | 466 |
|