IFP Advisors’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99K | Buy |
119
+106
| +815% | +$3.56K | ﹤0.01% | 3534 |
|
|
2025
Q1 | $369 | Hold |
13
| – | – | ﹤0.01% | 3525 |
|
|
2024
Q4 | $384 | Buy |
+13
| New | +$384 | ﹤0.01% | 3488 |
|
|
2024
Q2 | – | Sell |
-38
| Closed | -$791 | – | 3352 |
|
|
2024
Q1 | $791 | Buy |
+38
| New | +$791 | ﹤0.01% | 2901 |
|
|
2023
Q1 | – | Sell |
-484
| Closed | -$17K | – | 4399 |
|
|
2022
Q4 | $17K | Sell |
484
-328
| -40% | -$11.5K | ﹤0.01% | 3043 |
|
|
2022
Q3 | $27K | Buy |
812
+111
| +16% | +$3.69K | ﹤0.01% | 2851 |
|
|
2022
Q2 | $24K | Hold |
701
| – | – | ﹤0.01% | 2709 |
|
|
2022
Q1 | $24K | Buy |
701
+644
| +1,130% | +$22K | ﹤0.01% | 2709 |
|
|
2021
Q4 | $2K | Buy |
57
+22
| +63% | +$772 | ﹤0.01% | 2804 |
|
|
2021
Q3 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 3083 |
|