Simplex Trading’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-87
| Closed | -$2K | – | 4101 |
|
|
2024
Q4 | $2K | Buy |
87
+22
| +34% | +$506 | ﹤0.01% | 2195 |
|
|
2024
Q3 | $1K | Sell |
65
-1
| -2% | -$15 | ﹤0.01% | 2116 |
|
|
2024
Q2 | $1K | Buy |
66
+40
| +154% | +$606 | ﹤0.01% | 2235 |
|
|
2024
Q1 | $0 | Buy |
+26
| New | – | ﹤0.01% | 4098 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4116 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4160 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4230 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4320 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3765 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3439 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3274 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3163 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3030 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2999 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2959 |
|