True Wealth Design’s Univest Financial UVSP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$391	Buy	13 +2	+18%	+$60	﹤0.01%	1840
2025 Q1	$312	Buy	+11	New	+$312	﹤0.01%	1752
2024 Q4	–	Sell	-31	Closed	-$873	–	1521
2024 Q3	$873	Buy	+31	New	+$873	﹤0.01%	1005