Westbourne Investment Advisors’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,616
| Closed | -$258K | – | 94 |
|
|
2019
Q4 | $258K | Hold |
9,616
| – | – | 0.18% | 88 |
|
|
2019
Q3 | $245K | Hold |
9,616
| – | – | 0.18% | 86 |
|
|
2019
Q2 | $253K | Hold |
9,616
| – | – | 0.21% | 81 |
|
|
2019
Q1 | $235K | Hold |
9,616
| – | – | 0.18% | 89 |
|
|
2018
Q4 | $207K | Hold |
9,616
| – | – | 0.18% | 91 |
|
|
2018
Q3 | $254K | Buy |
+9,616
| New | +$254K | 0.18% | 89 |
|