Ladenburg Thalmann Financial Services’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $17K | Sell |
626
-239
| -28% | -$6.49K | ﹤0.01% | 4233 |
|
|
2019
Q3 | $22K | Hold |
865
| – | – | ﹤0.01% | 3992 |
|
|
2019
Q2 | $23K | Buy |
865
+160
| +23% | +$4.25K | ﹤0.01% | 3975 |
|
|
2019
Q1 | $17K | Sell |
705
-18
| -2% | -$434 | ﹤0.01% | 4112 |
|
|
2018
Q4 | $16K | Buy |
723
+527
| +269% | +$11.7K | ﹤0.01% | 4003 |
|
|
2018
Q3 | $5K | Sell |
196
-497
| -72% | -$12.7K | ﹤0.01% | 4616 |
|
|
2018
Q2 | $19K | Hold |
693
| – | – | ﹤0.01% | 3864 |
|
|
2018
Q1 | $19K | Buy |
693
+216
| +45% | +$5.92K | ﹤0.01% | 3864 |
|
|
2017
Q4 | $13K | Sell |
477
-61
| -11% | -$1.66K | ﹤0.01% | 4056 |
|
|
2017
Q3 | $17K | Hold |
538
| – | – | ﹤0.01% | 3785 |
|
|
2017
Q2 | $16K | Buy |
538
+1
| +0.2% | +$30 | ﹤0.01% | 3750 |
|
|
2017
Q1 | $14K | Buy |
537
+196
| +57% | +$5.11K | ﹤0.01% | 3785 |
|
|
2016
Q4 | $10K | Sell |
341
-629
| -65% | -$18.4K | ﹤0.01% | 3909 |
|
|
2016
Q3 | $23K | Buy |
970
+231
| +31% | +$5.48K | ﹤0.01% | 3313 |
|
|
2016
Q2 | $16K | Buy |
739
+39
| +6% | +$844 | ﹤0.01% | 3495 |
|
|
2016
Q1 | $14K | Hold |
700
| – | – | ﹤0.01% | 3507 |
|
|
2015
Q4 | $15K | Hold |
700
| – | – | ﹤0.01% | 3432 |
|
|
2015
Q3 | $13K | Hold |
700
| – | – | ﹤0.01% | 3380 |
|
|
2015
Q2 | $14K | Hold |
700
| – | – | ﹤0.01% | 3472 |
|
|
2015
Q1 | $14K | Hold |
700
| – | – | ﹤0.01% | 3420 |
|
|
2014
Q4 | $14K | Buy |
+700
| New | +$14K | ﹤0.01% | 3216 |
|