Summit Global Investments’s Univest Financial UVSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-12,600
Closed -$326K 286
2017
Q1
$326K Hold
12,600
0.11% 217
2016
Q4
$389K Buy
+12,600
New +$389K 0.14% 171