Mackay Shields LLC’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-11,000
| Closed | -$314K | – | 1308 |
|
|
2021
Q1 | $314K | Buy |
11,000
+300
| +3% | +$8.56K | ﹤0.01% | 1321 |
|
|
2020
Q4 | $220K | Buy |
+10,700
| New | +$220K | ﹤0.01% | 1404 |
|
|
2019
Q2 | – | Sell |
-10,000
| Closed | -$245K | – | 1513 |
|
|
2019
Q1 | $245K | Buy |
+10,000
| New | +$245K | ﹤0.01% | 1317 |
|