HSBC Holdings’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,514
| Closed | -$217K | – | 2344 |
|
|
2023
Q3 | $217K | Sell |
12,514
-252
| -2% | -$4.38K | ﹤0.01% | 1885 |
|
|
2023
Q2 | $232K | Sell |
12,766
-10,633
| -45% | -$194K | ﹤0.01% | 1837 |
|
|
2023
Q1 | $550K | Buy |
+23,399
| New | +$550K | ﹤0.01% | 1605 |
|
|
2022
Q2 | – | Sell |
-8,178
| Closed | -$221K | – | 2970 |
|
|
2022
Q1 | $221K | Buy |
8,178
+21
| +0.3% | +$567 | ﹤0.01% | 2574 |
|
|
2021
Q4 | $245K | Buy |
+8,157
| New | +$245K | ﹤0.01% | 2443 |
|
|
2021
Q2 | – | Sell |
-13,252
| Closed | -$381K | – | 2589 |
|
|
2021
Q1 | $381K | Sell |
13,252
-19,552
| -60% | -$562K | ﹤0.01% | 1813 |
|
|
2020
Q4 | $674K | Buy |
32,804
+780
| +2% | +$16K | ﹤0.01% | 1592 |
|
|
2020
Q3 | $465K | Buy |
32,024
+1,790
| +6% | +$26K | ﹤0.01% | 1600 |
|
|
2020
Q2 | $488K | Buy |
30,234
+20,170
| +200% | +$326K | ﹤0.01% | 1505 |
|
|
2020
Q1 | $164K | Buy |
+10,064
| New | +$164K | ﹤0.01% | 1949 |
|