Plante Moran Financial Advisors’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-31
| Closed | -$1K | – | 972 |
|
|
2018
Q1 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 918 |
|
|
2017
Q1 | – | Sell |
-137
| Closed | -$4K | – | 1030 |
|
|
2016
Q4 | $4K | Hold |
137
| – | – | ﹤0.01% | 774 |
|
|
2016
Q3 | $3K | Buy |
137
+31
| +29% | +$679 | ﹤0.01% | 804 |
|
|
2016
Q2 | $2K | Hold |
106
| – | – | ﹤0.01% | 816 |
|
|
2016
Q1 | $2K | Buy |
+106
| New | +$2K | ﹤0.01% | 758 |
|