DAM
Delta Asset Management’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-291
| Closed | -$8K | – | 685 |
|
|
2018
Q3 | $8K | Hold |
291
| – | – | ﹤0.01% | 493 |
|
|
2018
Q2 | $8K | Hold |
291
| – | – | ﹤0.01% | 474 |
|
|
2018
Q1 | $8K | Hold |
291
| – | – | ﹤0.01% | 473 |
|
|
2017
Q4 | $8K | Hold |
291
| – | – | ﹤0.01% | 470 |
|
|
2017
Q3 | $9K | Buy |
+291
| New | +$9K | ﹤0.01% | 427 |
|
|
2017
Q2 | – | Sell |
-291
| Closed | -$8K | – | 615 |
|
|
2017
Q1 | $8K | Hold |
291
| – | – | ﹤0.01% | 453 |
|
|
2016
Q4 | $9K | Hold |
291
| – | – | ﹤0.01% | 430 |
|
|
2016
Q3 | $7K | Buy |
+291
| New | +$7K | ﹤0.01% | 456 |
|