Univest Financial’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-3,463
| Closed | -$233K | – | 83 |
|
|
2014
Q2 | $233K | Sell |
3,463
-38,683
| -92% | -$2.6M | 0.11% | 75 |
|
|
2014
Q1 | $2.93M | Sell |
42,146
-14,018
| -25% | -$975K | 1.46% | 34 |
|
|
2013
Q4 | $4.12M | Sell |
56,164
-337
| -0.6% | -$24.7K | 2.03% | 6 |
|
|
2013
Q3 | $3.72M | Sell |
56,501
-1,618
| -3% | -$106K | 1.98% | 8 |
|
|
2013
Q2 | $3.79M | Buy |
+58,119
| New | +$3.79M | 2.08% | 7 |
|