EGM
Engineers Gate Manager’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-18,042
| Closed | -$291K | – | 2000 |
|
|
2020
Q2 | $291K | Sell |
18,042
-800
| -4% | -$12.9K | 0.01% | 1233 |
|
|
2020
Q1 | $308K | Buy |
18,842
+387
| +2% | +$6.33K | 0.02% | 1017 |
|
|
2019
Q4 | $494K | Buy |
+18,455
| New | +$494K | 0.02% | 995 |
|
|
2019
Q1 | – | Sell |
-15,002
| Closed | -$324K | – | 1161 |
|
|
2018
Q4 | $324K | Buy |
15,002
+4,929
| +49% | +$106K | 0.03% | 626 |
|
|
2018
Q3 | $266K | Sell |
10,073
-3,041
| -23% | -$80.3K | 0.02% | 673 |
|
|
2018
Q2 | $361K | Buy |
+13,114
| New | +$361K | 0.03% | 647 |
|