IWA
IVC Wealth Advisors’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Hold |
40,107
| – | – | 0.59% | 36 |
|
|
2025
Q1 | $1.14M | Hold |
40,107
| – | – | 0.61% | 37 |
|
|
2024
Q4 | $1.18M | Hold |
40,107
| – | – | 0.66% | 34 |
|
|
2024
Q3 | $1.13M | Hold |
40,107
| – | – | 0.62% | 37 |
|
|
2024
Q2 | $916K | Sell |
40,107
-236
| -0.6% | -$5.39K | 0.51% | 49 |
|
|
2024
Q1 | $840K | Sell |
40,343
-394
| -1% | -$8.2K | 0.48% | 55 |
|
|
2023
Q4 | $897K | Sell |
40,737
-250
| -0.6% | -$5.51K | 0.56% | 47 |
|
|
2023
Q3 | $712K | Hold |
40,987
| – | – | 0.48% | 55 |
|
|
2023
Q2 | $741K | Buy |
40,987
+250
| +0.6% | +$4.52K | 0.47% | 62 |
|
|
2023
Q1 | $967K | Buy |
40,737
+100
| +0.2% | +$2.37K | 0.69% | 35 |
|
|
2022
Q4 | $1.06M | Buy |
40,637
+2,986
| +8% | +$78K | 0.78% | 30 |
|
|
2022
Q3 | $884K | Buy |
37,651
+175
| +0.5% | +$4.11K | 0.71% | 36 |
|
|
2022
Q2 | $953K | Sell |
37,476
-3,136
| -8% | -$79.7K | 0.74% | 37 |
|
|
2022
Q1 | $1.09M | Hold |
40,612
| – | – | 0.71% | 32 |
|
|
2021
Q4 | $1.22M | Sell |
40,612
-4,000
| -9% | -$120K | 0.78% | 31 |
|
|
2021
Q3 | $1.22M | Sell |
44,612
-930
| -2% | -$25.5K | 0.84% | 30 |
|
|
2021
Q2 | $1.2M | Hold |
45,542
| – | – | 0.84% | 33 |
|
|
2021
Q1 | $1.3M | Sell |
45,542
-1,955
| -4% | -$55.9K | 1.03% | 22 |
|
|
2020
Q4 | $977K | Buy |
+47,497
| New | +$977K | 0.93% | 28 |
|