Snowden Capital Advisors’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,636
| Closed | -$205K | – | 1214 |
|
|
2023
Q1 | $205K | Hold |
8,636
| – | – | 0.01% | 1075 |
|
|
2022
Q4 | $226K | Sell |
8,636
-32
| -0.4% | -$836 | 0.01% | 1024 |
|
|
2022
Q3 | $203K | Hold |
8,668
| – | – | 0.01% | 1033 |
|
|
2022
Q2 | $220K | Sell |
8,668
-35
| -0.4% | -$888 | 0.01% | 1007 |
|
|
2022
Q1 | $232K | Buy |
+8,703
| New | +$232K | 0.01% | 921 |
|