PWMG
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Private Wealth Management Group’s Univest Financial UVSP Stock Holding History

Private Wealth Management Group’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-75
Closed -$1.56K – 1612
2024
Q1 		$1.56K Hold
75
– – ﹤0.01% 1087
2023
Q4 		$1.65K Buy
+75
New +$1.65K ﹤0.01% 1061