Jacobi Capital Management’s Univest Financial UVSP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-102	Closed	-$3K	–	1278
2021 Q3	$3K	Hold	102	–	–	﹤0.01%	1297
2021 Q2	$3K	Buy	102 +1	+1%	+$29	﹤0.01%	1246
2021 Q1	$3K	Buy	101 +1	+1%	+$30	﹤0.01%	1219
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	1184
2020 Q3	$1K	Hold	100	–	–	﹤0.01%	1228
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	1081
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	992
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	930
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	913
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	904
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	903
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	871
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	865
2018 Q2	$3K	Hold	100	–	–	﹤0.01%	901
2018 Q1	$3K	Hold	100	–	–	﹤0.01%	874
2017 Q4	$3K	Hold	100	–	–	﹤0.01%	842
2017 Q3	$3K	Hold	100	–	–	﹤0.01%	816
2017 Q2	$3K	Hold	100	–	–	﹤0.01%	734
2017 Q1	$3K	Buy	+100	New	+$3K	﹤0.01%	602
2016 Q4	–	Sell	-100	Closed	-$2K	–	709
2016 Q3	$2K	Hold	100	–	–	﹤0.01%	659
2016 Q2	$2K	Buy	+100	New	+$2K	﹤0.01%	650