LA
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Lindenwold Advisors’s Univest Financial UVSP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-19,685
Closed -$501K 110
2022
Q2
$501K Hold
19,685
0.36% 67
2022
Q1
$527K Buy
+19,685
New +$527K 0.32% 73