Monarch Partners Asset Management’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.51M | Buy |
|
|||||
|
2022
Q3 | $3.15M | Hold |
|
|||||
|
2022
Q2 | $3.41M | Sell |
|
|||||
|
2022
Q1 | $3.83M | Hold |
|
|||||
|
2021
Q4 | $4.28M | Buy |
|
|||||
|
2021
Q3 | $3.12M | Buy |
|
|||||
|
2021
Q2 | $2.71M | Buy |
|
|||||
|
2021
Q1 | $1.97M | Sell |
|
|||||
|
2020
Q4 | $1.46M | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $2.76M | Sell |
|
|||||
|
2017
Q3 | $3.26M | Buy |
|
|||||
|
2017
Q2 | $2.65M | Buy |
|
|||||
|
2017
Q1 | $761K | Hold |
|
|||||
|
2016
Q4 | $908K | Sell |
|
|||||
|
2016
Q3 | $793K | Buy |
|
|||||
|
2016
Q2 | $633K | Buy |
|
|||||
|
2016
Q1 | $477K | Buy |
|
|||||
|
2015
Q4 | $431K | Buy |
|