Spire Wealth Management’s Univest Financial UVSP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-27	Closed	-$548	–	2403
2023 Q4	$548	Buy	+27	New	+$548	﹤0.01%	2350