International Assets Investment Management’s Univest Financial UVSP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,463	Closed	-$52	–	1894
2024 Q3	$52	Buy	1,463 +1,411	+2,713%	+$50	﹤0.01%	1710
2024 Q2	$1.19K	Buy	+52	New	+$1.19K	﹤0.01%	2078
2023 Q2	–	Sell	-52	Closed	-$1.23K	–	1070
2023 Q1	$1.23K	Buy	+52	New	+$1.23K	﹤0.01%	1032