HRT Financial’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,972
| Closed | -$250K | – | 2968 |
|
|
2024
Q2 | $250K | Sell |
10,972
-12,356
| -53% | -$282K | ﹤0.01% | 1415 |
|
|
2024
Q1 | $485K | Sell |
23,328
-6,995
| -23% | -$145K | ﹤0.01% | 1214 |
|
|
2023
Q4 | $668K | Sell |
30,323
-1,677
| -5% | -$36.9K | ﹤0.01% | 1107 |
|
|
2023
Q3 | $556K | Sell |
32,000
-17,837
| -36% | -$310K | 0.01% | 1217 |
|
|
2023
Q2 | $901K | Buy |
+49,837
| New | +$901K | 0.01% | 938 |
|
|
2021
Q4 | – | Sell |
-13,273
| Closed | -$363K | – | 3802 |
|
|
2021
Q3 | $363K | Buy |
+13,273
| New | +$363K | ﹤0.01% | 2056 |
|
|
2020
Q4 | – | Sell |
-17,069
| Closed | -$245K | – | 2426 |
|
|
2020
Q3 | $245K | Buy |
+17,069
| New | +$245K | 0.01% | 1176 |
|
|
2019
Q4 | – | Sell |
-13,840
| Closed | -$353K | – | 1577 |
|
|
2019
Q3 | $353K | Buy |
+13,840
| New | +$353K | 0.02% | 752 |
|