Next Financial Group’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 | $1K | Hold |
43
| – | – | ﹤0.01% | 2814 |
|
|
2021
Q3 | $1K | Hold |
43
| – | – | ﹤0.01% | 2692 |
|
|
2021
Q2 | $1K | Hold |
43
| – | – | ﹤0.01% | 2574 |
|
|
2021
Q1 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 2472 |
|
|
2017
Q4 | – | Sell |
-855
| Closed | -$27K | – | 1363 |
|
|
2017
Q3 | $27K | Hold |
855
| – | – | 0.01% | 885 |
|
|
2017
Q2 | $26K | Hold |
855
| – | – | 0.01% | 989 |
|
|
2017
Q1 | $26K | Hold |
855
| – | – | 0.01% | 955 |
|
|
2016
Q4 | $26K | Hold |
855
| – | – | ﹤0.01% | 1262 |
|
|
2016
Q3 | $20K | Hold |
855
| – | – | ﹤0.01% | 1369 |
|
|
2016
Q2 | $17K | Hold |
855
| – | – | 0.01% | 1035 |
|
|
2016
Q1 | $16K | Buy |
+855
| New | +$16K | 0.01% | 1027 |
|