CAM
Costello Asset Management’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-250
| Closed | -$5.94K | – | 212 |
|
|
2023
Q1 | $5.94K | Sell |
250
-500
| -67% | -$11.9K | 0.01% | 168 |
|
|
2022
Q4 | $19.6K | Hold |
750
| – | – | 0.02% | 126 |
|
|
2022
Q3 | $18K | Buy |
750
+100
| +15% | +$2.4K | 0.02% | 130 |
|
|
2022
Q2 | $17K | Hold |
650
| – | – | 0.01% | 141 |
|
|
2022
Q1 | $17K | Sell |
650
-250
| -28% | -$6.54K | 0.01% | 152 |
|
|
2021
Q4 | $27K | Hold |
900
| – | – | 0.02% | 138 |
|
|
2021
Q3 | $25K | Hold |
900
| – | – | 0.02% | 140 |
|
|
2021
Q2 | $24K | Sell |
900
-200
| -18% | -$5.33K | 0.02% | 139 |
|
|
2021
Q1 | $31K | Hold |
1,100
| – | – | 0.02% | 136 |
|
|
2020
Q4 | $23K | Buy |
+1,100
| New | +$23K | 0.02% | 145 |
|