New York Life Investment Management’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-18,064
| Closed | -$376K | – | 1305 |
|
|
2024
Q1 | $376K | Buy |
18,064
+3,403
| +23% | +$70.9K | ﹤0.01% | 878 |
|
|
2023
Q4 | $323K | Sell |
14,661
-337
| -2% | -$7.42K | ﹤0.01% | 1173 |
|
|
2023
Q3 | $261K | Sell |
14,998
-2,362
| -14% | -$41.1K | ﹤0.01% | 1227 |
|
|
2023
Q2 | $314K | Sell |
17,360
-2,431
| -12% | -$44K | ﹤0.01% | 1231 |
|
|
2023
Q1 | $470K | Buy |
+19,791
| New | +$470K | 0.01% | 1081 |
|