UBS’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-1,128
| Closed | -$23K | – | 6621 |
|
|
2014
Q1 | $23K | Buy |
1,128
+414
| +58% | +$8.44K | ﹤0.01% | 5144 |
|
|
2013
Q4 | $15K | Buy |
+714
| New | +$15K | ﹤0.01% | 5416 |
|
|
2013
Q3 | – | Sell |
-779
| Closed | -$15K | – | 6475 |
|
|
2013
Q2 | $15K | Buy |
+779
| New | +$15K | ﹤0.01% | 5075 |
|