Raymond James Financial Services 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
Q3 | – | Sell |
-7,395
| Closed | -$203K | – | 2846 |
|
|
2018
Q2 | $203K | Buy |
7,395
+33
| +0.4% | +$906 | ﹤0.01% | 2473 |
|
|
2018
Q1 | $204K | Buy |
7,362
+134
| +2% | +$3.71K | ﹤0.01% | 2248 |
|
|
2017
Q4 | $203K | Buy |
7,228
+29
| +0.4% | +$814 | ﹤0.01% | 2258 |
|
|
2017
Q3 | $230K | Sell |
7,199
-560
| -7% | -$17.9K | ﹤0.01% | 2185 |
|
|
2017
Q2 | $232K | Buy |
+7,759
| New | +$232K | ﹤0.01% | 2120 |
|
|
2017
Q1 | – | Sell |
-7,199
| Closed | -$222K | – | 2469 |
|
|
2016
Q4 | $222K | Buy |
+7,199
| New | +$222K | ﹤0.01% | 1992 |
|