AWCI
Alpine Woods Capital Investors’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,000
| Closed | -$265K | – | 299 |
|
|
2018
Q3 | $265K | Buy |
10,000
+1,500
| +18% | +$39.8K | 0.05% | 209 |
|
|
2018
Q2 | $234K | Sell |
8,500
-1,500
| -15% | -$41.3K | 0.05% | 216 |
|
|
2018
Q1 | $277K | Sell |
10,000
-5,000
| -33% | -$139K | 0.01% | 349 |
|
|
2017
Q4 | $421K | Buy |
15,000
+3,000
| +25% | +$84.2K | 0.02% | 331 |
|
|
2017
Q3 | $384K | Sell |
12,000
-6,000
| -33% | -$192K | 0.02% | 343 |
|
|
2017
Q2 | $539K | Buy |
18,000
+2,000
| +13% | +$59.9K | 0.03% | 294 |
|
|
2017
Q1 | $414K | Buy |
+16,000
| New | +$414K | 0.02% | 330 |
|