Aperio Group’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $810K | Buy |
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|
2020
Q3 | $498K | Buy |
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|
2020
Q2 | $547K | Buy |
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|
2020
Q1 | $427K | Buy |
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|
2019
Q4 | $364K | Sell |
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|
2019
Q3 | $446K | Buy |
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|
2019
Q2 | $398K | Buy |
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|
2019
Q1 | $327K | Buy |
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|
2018
Q4 | $276K | Buy |
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|
2018
Q3 | $280K | Buy |
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|
2018
Q2 | $261K | Buy |
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|
2018
Q1 | $216K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $363K | Buy |
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|
2016
Q3 | $257K | Buy |
|