Next Financial Group’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $27K | Hold |
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|
2017
Q2 | $26K | Hold |
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|
2017
Q1 | $26K | Hold |
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|
2016
Q4 | $26K | Hold |
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|
2016
Q3 | $20K | Hold |
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|
2016
Q2 | $17K | Hold |
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|
2016
Q1 | $16K | Buy |
|