Winton Group’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,129
| Closed | -$223K | – | 1407 |
|
|
2021
Q3 | $223K | Buy |
8,129
+20
| +0.2% | +$549 | 0.01% | 1204 |
|
|
2021
Q2 | $214K | Sell |
8,109
-857
| -10% | -$22.6K | 0.01% | 1320 |
|
|
2021
Q1 | $256K | Sell |
8,966
-2,625
| -23% | -$75K | 0.01% | 1205 |
|
|
2020
Q4 | $239K | Sell |
11,591
-21,633
| -65% | -$446K | 0.02% | 1131 |
|
|
2020
Q3 | $477K | Sell |
33,224
-28,392
| -46% | -$408K | 0.02% | 1132 |
|
|
2020
Q2 | $994K | Sell |
61,616
-925
| -1% | -$14.9K | 0.03% | 967 |
|
|
2020
Q1 | $1.02M | Buy |
62,541
+12,996
| +26% | +$212K | 0.03% | 801 |
|
|
2019
Q4 | $1.33M | Sell |
49,545
-14,664
| -23% | -$393K | 0.02% | 956 |
|
|
2019
Q3 | $1.64M | Buy |
+64,209
| New | +$1.64M | 0.02% | 644 |
|