Prelude Capital Management’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-18,303
| Closed | -$466K | – | 1778 |
|
|
2022
Q2 | $466K | Sell |
18,303
-2,672
| -13% | -$68K | 0.01% | 717 |
|
|
2022
Q1 | $561K | Buy |
20,975
+4,275
| +26% | +$114K | 0.02% | 639 |
|
|
2021
Q4 | $500K | Buy |
16,700
+4,300
| +35% | +$129K | 0.01% | 786 |
|
|
2021
Q3 | $340K | Buy |
+12,400
| New | +$340K | 0.01% | 809 |
|
|
2014
Q3 | – | Sell |
-1,700
| Closed | -$35K | – | 2006 |
|
|
2014
Q2 | $35K | Buy |
+1,700
| New | +$35K | ﹤0.01% | 1437 |
|