NBT Bank’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,812
| Closed | -$324K | – | 251 |
|
|
2021
Q3 | $324K | Hold |
11,812
| – | – | 0.05% | 197 |
|
|
2021
Q2 | $311K | Hold |
11,812
| – | – | 0.04% | 203 |
|
|
2021
Q1 | $338K | Hold |
11,812
| – | – | 0.05% | 188 |
|
|
2020
Q4 | $243K | Hold |
11,812
| – | – | 0.04% | 209 |
|
|
2020
Q3 | $170K | Hold |
11,812
| – | – | 0.03% | 213 |
|
|
2020
Q2 | $191K | Hold |
11,812
| – | – | 0.03% | 209 |
|
|
2020
Q1 | $193K | Hold |
11,812
| – | – | 0.04% | 198 |
|
|
2019
Q4 | $316K | Hold |
11,812
| – | – | 0.05% | 184 |
|
|
2019
Q3 | $301K | Hold |
11,812
| – | – | 0.05% | 171 |
|
|
2019
Q2 | $310K | Hold |
11,812
| – | – | 0.06% | 165 |
|
|
2019
Q1 | $289K | Hold |
11,812
| – | – | 0.05% | 160 |
|
|
2018
Q4 | $255K | Hold |
11,812
| – | – | 0.04% | 168 |
|
|
2018
Q3 | $312K | Hold |
11,812
| – | – | 0.05% | 159 |
|
|
2018
Q2 | $325K | Hold |
11,812
| – | – | 0.06% | 156 |
|
|
2018
Q1 | $327K | Hold |
11,812
| – | – | 0.05% | 163 |
|
|
2017
Q4 | $331K | Hold |
11,812
| – | – | 0.05% | 165 |
|
|
2017
Q3 | $378K | Hold |
11,812
| – | – | 0.06% | 160 |
|
|
2017
Q2 | $354K | Hold |
11,812
| – | – | 0.06% | 165 |
|
|
2017
Q1 | $306K | Hold |
11,812
| – | – | 0.05% | 169 |
|
|
2016
Q4 | $365K | Buy |
+11,812
| New | +$365K | 0.06% | 159 |
|