O'Shaughnessy Asset Management’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,411
| Closed | -$49K | – | 2234 |
|
|
2020
Q3 | $49K | Sell |
3,411
-1,593
| -32% | -$22.9K | ﹤0.01% | 1087 |
|
|
2020
Q2 | $81K | Sell |
5,004
-9,244
| -65% | -$150K | ﹤0.01% | 899 |
|
|
2020
Q1 | $233K | Sell |
14,248
-21,593
| -60% | -$353K | 0.01% | 432 |
|
|
2019
Q4 | $960K | Buy |
+35,841
| New | +$960K | 0.02% | 282 |
|