TCI Wealth Advisors’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-421
| Closed | -$10K | – | 2144 |
|
|
2023
Q1 | $10K | Hold |
421
| – | – | ﹤0.01% | 1090 |
|
|
2022
Q4 | $11K | Hold |
421
| – | – | ﹤0.01% | 1016 |
|
|
2022
Q3 | $10K | Hold |
421
| – | – | ﹤0.01% | 1040 |
|
|
2022
Q2 | $11K | Hold |
421
| – | – | ﹤0.01% | 972 |
|
|
2022
Q1 | $11K | Hold |
421
| – | – | ﹤0.01% | 1069 |
|
|
2021
Q4 | $13K | Hold |
421
| – | – | ﹤0.01% | 990 |
|
|
2021
Q3 | $12K | Hold |
421
| – | – | ﹤0.01% | 983 |
|
|
2021
Q2 | $11K | Hold |
421
| – | – | ﹤0.01% | 909 |
|
|
2021
Q1 | $12K | Buy |
+421
| New | +$12K | 0.01% | 760 |
|