Berman Capital Advisors’s Univest Financial UVSP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$66K	Buy	2,433 +966	+66%	+$26.2K	0.01%	574
2021 Q2	$38K	Buy	1,467 +333	+29%	+$8.63K	0.01%	687
2021 Q1	$32K	Buy	1,134 +1,058	+1,392%	+$29.9K	0.01%	637
2020 Q4	$1K	Hold	76	–	–	﹤0.01%	1600
2020 Q3	$1K	Buy	+76	New	+$1K	﹤0.01%	1526