Qube Research & Technologies (QRT)’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20,160
| Closed | -$595K | – | 3168 |
|
|
2024
Q4 | $595K | Buy |
+20,160
| New | +$595K | ﹤0.01% | 1895 |
|
|
2023
Q4 | – | Sell |
-6,486
| Closed | -$113K | – | 4218 |
|
|
2023
Q3 | $113K | Buy |
+6,486
| New | +$113K | ﹤0.01% | 2200 |
|
|
2023
Q2 | – | Sell |
-23,782
| Closed | -$565K | – | 2955 |
|
|
2023
Q1 | $565K | Buy |
+23,782
| New | +$565K | ﹤0.01% | 1461 |
|
|
2022
Q2 | – | Sell |
-12,973
| Closed | -$347K | – | 3142 |
|
|
2022
Q1 | $347K | Buy |
+12,973
| New | +$347K | ﹤0.01% | 1691 |
|
|
2018
Q4 | – | Sell |
-487
| Closed | -$13K | – | 874 |
|
|
2018
Q3 | $13K | Buy |
+487
| New | +$13K | ﹤0.01% | 982 |
|