Occudo Quantitative Strategies’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,252
| Closed | -$345K | – | 972 |
|
|
2024
Q3 | $345K | Buy |
12,252
+3,046
| +33% | +$85.7K | 0.06% | 400 |
|
|
2024
Q2 | $210K | Buy |
+9,206
| New | +$210K | 0.04% | 585 |
|
|
2024
Q1 | – | Sell |
-10,818
| Closed | -$238K | – | 1044 |
|
|
2023
Q4 | $238K | Sell |
10,818
-1,523
| -12% | -$33.6K | 0.03% | 604 |
|
|
2023
Q3 | $214K | Buy |
+12,341
| New | +$214K | 0.03% | 780 |
|
|
2023
Q2 | – | Sell |
-8,727
| Closed | -$207K | – | 1306 |
|
|
2023
Q1 | $207K | Buy |
+8,727
| New | +$207K | 0.02% | 743 |
|