AAM
Aureus Asset Management’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-10,404
| Closed | -$312K | – | 185 |
|
|
2017
Q2 | $312K | Hold |
10,404
| – | – | 0.05% | 127 |
|
|
2017
Q1 | $305K | Hold |
10,404
| – | – | 0.05% | 131 |
|
|
2016
Q4 | $321K | Hold |
10,404
| – | – | 0.06% | 107 |
|
|
2016
Q3 | $243K | Buy |
+10,404
| New | +$243K | 0.05% | 129 |
|