Oppenheimer & Co’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,131
| Closed | -$243K | – | 1592 |
|
|
2021
Q4 | $243K | Sell |
8,131
-99
| -1% | -$2.96K | ﹤0.01% | 1314 |
|
|
2021
Q3 | $225K | Sell |
8,230
-438
| -5% | -$12K | ﹤0.01% | 1346 |
|
|
2021
Q2 | $229K | Sell |
8,668
-2,650
| -23% | -$70K | ﹤0.01% | 1372 |
|
|
2021
Q1 | $324K | Sell |
11,318
-438
| -4% | -$12.5K | 0.01% | 1139 |
|
|
2020
Q4 | $242K | Buy |
+11,756
| New | +$242K | 0.01% | 1176 |
|
|
2020
Q1 | – | Sell |
-10,876
| Closed | -$291K | – | 1333 |
|
|
2019
Q4 | $291K | Sell |
10,876
-540
| -5% | -$14.4K | 0.01% | 1034 |
|
|
2019
Q3 | $291K | Sell |
11,416
-1,888
| -14% | -$48.1K | 0.01% | 995 |
|
|
2019
Q2 | $349K | Sell |
13,304
-232
| -2% | -$6.09K | 0.01% | 947 |
|
|
2019
Q1 | $331K | Sell |
13,536
-562
| -4% | -$13.7K | 0.01% | 995 |
|
|
2018
Q4 | $304K | Buy |
+14,098
| New | +$304K | 0.01% | 929 |
|