Rockefeller 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
Q4 | – | Sell |
-4
| Closed | – | – | 4234 |
|
|
2022
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 4400 |
|
|
2021
Q1 | – | Sell |
-172
| Closed | -$3K | – | 3399 |
|
|
2020
Q4 | $3K | Buy |
+172
| New | +$3K | ﹤0.01% | 2592 |
|
|
2020
Q3 | – | Sell |
-155
| Closed | -$3K | – | 2807 |
|
|
2020
Q2 | $3K | Buy |
+155
| New | +$3K | ﹤0.01% | 2266 |
|