IA
IndexIQ Advisors’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-14,771
| Closed | -$442K | – | 1525 |
|
|
2021
Q4 | $442K | Sell |
14,771
-955
| -6% | -$28.6K | 0.01% | 685 |
|
|
2021
Q3 | $431K | Buy |
15,726
+1,575
| +11% | +$43.2K | 0.01% | 728 |
|
|
2021
Q2 | $373K | Buy |
14,151
+249
| +2% | +$6.56K | 0.01% | 841 |
|
|
2021
Q1 | $397K | Buy |
13,902
+1,068
| +8% | +$30.5K | 0.01% | 808 |
|
|
2020
Q4 | $264K | Buy |
12,834
+1,325
| +12% | +$27.3K | 0.01% | 764 |
|
|
2020
Q3 | $165K | Buy |
11,509
+624
| +6% | +$8.95K | 0.01% | 790 |
|
|
2020
Q2 | $176K | Sell |
10,885
-815
| -7% | -$13.2K | 0.01% | 707 |
|
|
2020
Q1 | $191K | Sell |
11,700
-21,461
| -65% | -$350K | 0.01% | 409 |
|
|
2019
Q4 | $888K | Sell |
33,161
-10,526
| -24% | -$282K | 0.03% | 320 |
|
|
2019
Q3 | $1.11M | Sell |
43,687
-8,183
| -16% | -$209K | 0.04% | 310 |
|
|
2019
Q2 | $1.36M | Sell |
51,870
-12,166
| -19% | -$319K | 0.04% | 269 |
|
|
2019
Q1 | $1.57M | Buy |
+64,036
| New | +$1.57M | 0.05% | 336 |
|