Macquarie Group’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2365 |
|
|
2022
Q3 | – | Sell |
-267
| Closed | -$7K | – | 2428 |
|
|
2022
Q2 | $7K | Hold |
267
| – | – | ﹤0.01% | 2495 |
|
|
2022
Q1 | $7 | Hold |
267
| – | – | ﹤0.01% | 2559 |
|
|
2021
Q4 | $8K | Hold |
267
| – | – | ﹤0.01% | 2539 |
|
|
2021
Q3 | $7K | Hold |
267
| – | – | ﹤0.01% | 2579 |
|
|
2021
Q2 | $7K | Hold |
267
| – | – | ﹤0.01% | 2505 |
|
|
2021
Q1 | $8K | Sell |
267
-127
| -32% | -$3.81K | ﹤0.01% | 2418 |
|
|
2020
Q4 | $8K | Hold |
394
| – | – | ﹤0.01% | 2327 |
|
|
2020
Q3 | $6K | Hold |
394
| – | – | ﹤0.01% | 2329 |
|
|
2020
Q2 | $6K | Buy |
+394
| New | +$6K | ﹤0.01% | 2332 |
|