Howe & Rusling’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 |
-162
| Closed | -$4K | – | 1011 |
|
|
2022
Q3 | $4K | Hold |
162
| – | – | ﹤0.01% | 747 |
|
|
2022
Q2 | $4K | Sell |
162
-17
| -9% | -$420 | ﹤0.01% | 728 |
|
|
2022
Q1 | $5K | Hold |
179
| – | – | ﹤0.01% | 671 |
|
|
2021
Q4 | $5K | Hold |
179
| – | – | ﹤0.01% | 692 |
|
|
2021
Q3 | $5K | Sell |
179
-31
| -15% | -$866 | ﹤0.01% | 668 |
|
|
2021
Q2 | $6K | Hold |
210
| – | – | ﹤0.01% | 580 |
|
|
2021
Q1 | $6K | Sell |
210
-51
| -20% | -$1.46K | ﹤0.01% | 583 |
|
|
2020
Q4 | $5K | Buy |
261
+29
| +13% | +$556 | ﹤0.01% | 628 |
|
|
2020
Q3 | $3K | Buy |
232
+61
| +36% | +$789 | ﹤0.01% | 665 |
|
|
2020
Q2 | $3K | Buy |
+171
| New | +$3K | ﹤0.01% | 638 |
|