North Star 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-210
| Closed | -$5K | – | 906 |
|
|
2019
Q1 | $5K | Buy |
210
+1
| +0.5% | +$24 | ﹤0.01% | 933 |
|
|
2018
Q4 | $4K | Buy |
209
+2
| +1% | +$38 | ﹤0.01% | 944 |
|
|
2018
Q3 | $5K | Buy |
207
+2
| +1% | +$48 | ﹤0.01% | 949 |
|
|
2018
Q2 | $6K | Buy |
205
+1
| +0.5% | +$29 | ﹤0.01% | 938 |
|
|
2018
Q1 | $6K | Buy |
204
+1
| +0.5% | +$29 | ﹤0.01% | 926 |
|
|
2017
Q4 | $6K | Buy |
203
+2
| +1% | +$59 | ﹤0.01% | 896 |
|
|
2017
Q3 | $6K | Buy |
201
+1
| +0.5% | +$30 | ﹤0.01% | 922 |
|
|
2017
Q2 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 909 |
|