Kistler-Tiffany Companies’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $18.1K | Hold |
1,000
| – | – | ﹤0.01% | 629 |
|
|
2023
Q1 | $23.7K | Hold |
1,000
| – | – | ﹤0.01% | 529 |
|
|
2022
Q4 | $26.1K | Hold |
1,000
| – | – | 0.01% | 495 |
|
|
2022
Q3 | $23K | Hold |
1,000
| – | – | 0.01% | 475 |
|
|
2022
Q2 | $25K | Hold |
1,000
| – | – | 0.01% | 473 |
|
|
2022
Q1 | $27K | Hold |
1,000
| – | – | 0.01% | 472 |
|
|
2021
Q4 | $30K | Hold |
1,000
| – | – | 0.01% | 439 |
|
|
2021
Q3 | $27K | Hold |
1,000
| – | – | 0.01% | 451 |
|
|
2021
Q2 | $26K | Hold |
1,000
| – | – | 0.01% | 460 |
|
|
2021
Q1 | $29K | Hold |
1,000
| – | – | 0.01% | 407 |
|
|
2020
Q4 | $21K | Hold |
1,000
| – | – | 0.01% | 417 |
|
|
2020
Q3 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 443 |
|
|
2020
Q2 | $16K | Hold |
1,000
| – | – | 0.01% | 392 |
|
|
2020
Q1 | $27K | Hold |
1,000
| – | – | 0.01% | 329 |
|
|
2019
Q4 | $27K | Hold |
1,000
| – | – | 0.01% | 336 |
|
|
2019
Q3 | $26K | Hold |
1,000
| – | – | 0.01% | 332 |
|
|
2019
Q2 | $26K | Hold |
1,000
| – | – | 0.01% | 324 |
|
|
2019
Q1 | $24K | Hold |
1,000
| – | – | 0.01% | 328 |
|
|
2018
Q4 | $22K | Hold |
1,000
| – | – | 0.01% | 314 |
|
|
2018
Q3 | $26K | Hold |
1,000
| – | – | 0.01% | 320 |
|
|
2018
Q2 | $28K | Buy |
+1,000
| New | +$28K | 0.01% | 308 |
|
|
2018
Q1 | – | Sell |
-500
| Closed | -$14K | – | 590 |
|
|
2017
Q4 | $14K | Buy |
+500
| New | +$14K | 0.01% | 407 |
|