Berman Capital Advisors’s Univest Financial UVSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$66K Buy
2021
Q2
$38K Buy
2021
Q1
$32K Buy
2020
Q4
$1K Hold
2020
Q3
$1K Buy