Weld Capital Management’s Univest Financial UVSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-10,469
Closed -$150K 695
2020
Q3
$150K Buy
+10,469
New +$150K 0.06% 419
2020
Q1
Sell
-19,446
Closed -$521K 724
2019
Q4
$521K Buy
+19,446
New +$521K 0.1% 335