Loomis, Sayles & Company’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-23
| Closed | -$1K | – | 935 |
|
|
2017
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 901 |
|
|
2017
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 929 |
|
|
2017
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 940 |
|
|
2016
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 996 |
|
|
2016
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 997 |
|
|
2016
Q2 | $0 | Hold |
23
| – | – | ﹤0.01% | 1127 |
|
|
2016
Q1 | $0 | Buy |
+23
| New | – | ﹤0.01% | 1136 |
|