HBK Sorce Advisory’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 |
-10,305
| Closed | -$276K | – | 456 |
|
|
2019
Q4 | $276K | Sell |
10,305
-2,929
| -22% | -$78.4K | 0.02% | 357 |
|
|
2019
Q3 | $338K | Hold |
13,234
| – | – | 0.03% | 305 |
|
|
2019
Q2 | $348K | Sell |
13,234
-142
| -1% | -$3.73K | 0.03% | 303 |
|
|
2019
Q1 | $327K | Sell |
13,376
-5,451
| -29% | -$133K | 0.03% | 321 |
|
|
2018
Q4 | $406K | Buy |
+18,827
| New | +$406K | 0.05% | 248 |
|