River Wealth Advisors’s Univest Financial UVSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-250
Closed -$5K 475
2018
Q4
$5K Hold
250
﹤0.01% 473
2018
Q3
$7K Hold
250
﹤0.01% 482
2018
Q2
$7K Buy
+250
New +$7K ﹤0.01% 479