Emerald Advisers’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-80,294
| Closed | -$1.88M | – | 312 |
|
|
2016
Q3 | $1.88M | Buy |
80,294
+27,700
| +53% | +$647K | 0.08% | 207 |
|
|
2016
Q2 | $1.11M | Sell |
52,594
-855
| -2% | -$18K | 0.05% | 233 |
|
|
2016
Q1 | $1.04M | Sell |
53,449
-12,182
| -19% | -$238K | 0.05% | 246 |
|
|
2015
Q4 | $1.37M | Sell |
65,631
-59,220
| -47% | -$1.24M | 0.06% | 231 |
|
|
2015
Q3 | $2.4M | Buy |
124,851
+700
| +0.6% | +$13.5K | 0.13% | 193 |
|
|
2015
Q2 | $2.53M | Sell |
124,151
-150
| -0.1% | -$3.05K | 0.12% | 192 |
|
|
2015
Q1 | $2.54M | Sell |
124,301
-8,698
| -7% | -$178K | 0.13% | 189 |
|
|
2014
Q4 | $2.69M | Hold |
132,999
| – | – | 0.14% | 183 |
|
|
2014
Q3 | $2.49M | Hold |
132,999
| – | – | 0.15% | 186 |
|
|
2014
Q2 | $2.75M | Hold |
132,999
| – | – | 0.16% | 176 |
|
|
2014
Q1 | $2.73M | Buy |
132,999
+75,000
| +129% | +$1.54M | 0.15% | 172 |
|
|
2013
Q4 | $1.2M | Buy |
57,999
+580
| +1% | +$12K | 0.06% | 233 |
|
|
2013
Q3 | $1.08M | Hold |
57,419
| – | – | 0.06% | 237 |
|
|
2013
Q2 | $1.1M | Buy |
+57,419
| New | +$1.1M | 0.07% | 233 |
|