Menta Capital’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-8,838
| Closed | -$206K | – | 977 |
|
|
2016
Q3 | $206K | Sell |
8,838
-3,627
| -29% | -$84.5K | 0.02% | 734 |
|
|
2016
Q2 | $262K | Buy |
12,465
+1,000
| +9% | +$21K | 0.04% | 722 |
|
|
2016
Q1 | $224K | Sell |
11,465
-4,915
| -30% | -$96K | 0.03% | 788 |
|
|
2015
Q4 | $342K | Sell |
16,380
-570
| -3% | -$11.9K | 0.04% | 611 |
|
|
2015
Q3 | $326K | Buy |
+16,950
| New | +$326K | 0.05% | 542 |
|