Y-Intercept (HK)’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,645
| Closed | -$201K | – | 1946 |
|
|
2024
Q1 | $201K | Sell |
9,645
-519
| -5% | -$10.8K | 0.02% | 1158 |
|
|
2023
Q4 | $224K | Buy |
+10,164
| New | +$224K | 0.02% | 952 |
|
|
2023
Q3 | – | Sell |
-11,664
| Closed | -$211K | – | 1637 |
|
|
2023
Q2 | $211K | Buy |
+11,664
| New | +$211K | 0.02% | 922 |
|