Thompson Davis & Co’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $21K | Hold |
804
| – | – | 0.05% | 322 |
|
|
2018
Q2 | $22K | Hold |
804
| – | – | 0.05% | 300 |
|
|
2018
Q1 | $22K | Hold |
804
| – | – | 0.06% | 280 |
|
|
2017
Q4 | $23K | Hold |
804
| – | – | 0.05% | 302 |
|
|
2017
Q3 | $26K | Hold |
804
| – | – | 0.05% | 401 |
|
|
2017
Q2 | $24K | Sell |
804
-1,050
| -57% | -$31.3K | 0.04% | 401 |
|
|
2017
Q1 | $48K | Buy |
+1,854
| New | +$48K | 0.07% | 259 |
|