Manchester Capital Management’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 | – | Sell |
-65
| Closed | -$1.54K | – | 1156 |
|
|
2023
Q1 | $1.54K | Sell |
65
-140
| -68% | -$3.33K | ﹤0.01% | 843 |
|
|
2022
Q4 | $5.36K | Buy |
205
+3
| +1% | +$78 | ﹤0.01% | 520 |
|
|
2022
Q3 | $5K | Buy |
202
+148
| +274% | +$3.66K | ﹤0.01% | 525 |
|
|
2022
Q2 | $1K | Sell |
54
-219
| -80% | -$4.06K | ﹤0.01% | 893 |
|
|
2022
Q1 | $7K | Buy |
273
+44
| +19% | +$1.13K | ﹤0.01% | 603 |
|
|
2021
Q4 | $7K | Sell |
229
-144
| -39% | -$4.4K | ﹤0.01% | 624 |
|
|
2021
Q3 | $10K | Buy |
+373
| New | +$10K | ﹤0.01% | 593 |
|