Guggenheim Capital’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-11,129
| Closed | -$357K | – | 2812 |
|
|
2017
Q3 | $357K | Sell |
11,129
-14
| -0.1% | -$449 | ﹤0.01% | 2496 |
|
|
2017
Q2 | $334K | Sell |
11,143
-288
| -3% | -$8.63K | ﹤0.01% | 2527 |
|
|
2017
Q1 | $297K | Sell |
11,431
-242
| -2% | -$6.29K | ﹤0.01% | 2558 |
|
|
2016
Q4 | $361K | Buy |
11,673
+921
| +9% | +$28.5K | ﹤0.01% | 2527 |
|
|
2016
Q3 | $251K | Buy |
+10,752
| New | +$251K | ﹤0.01% | 2604 |
|