Oxford Asset Management’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-97,717
| Closed | -$2.62M | – | 1259 |
|
|
2019
Q4 | $2.62M | Sell |
97,717
-18,212
| -16% | -$488K | 0.07% | 300 |
|
|
2019
Q3 | $2.96M | Sell |
115,929
-19,385
| -14% | -$494K | 0.07% | 339 |
|
|
2019
Q2 | $3.55M | Buy |
135,314
+16,642
| +14% | +$437K | 0.08% | 381 |
|
|
2019
Q1 | $2.9M | Buy |
118,672
+61,167
| +106% | +$1.5M | 0.06% | 398 |
|
|
2018
Q4 | $1.24M | Buy |
57,505
+38,735
| +206% | +$835K | 0.03% | 743 |
|
|
2018
Q3 | $495K | Sell |
18,770
-3,703
| -16% | -$97.7K | 0.01% | 1312 |
|
|
2018
Q2 | $624K | Buy |
+22,473
| New | +$624K | 0.01% | 1253 |
|