MPAM
Monarch Partners Asset Management’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.51M | Buy |
134,456
+327
| +0.2% | +$8.55K | 1.04% | 30 |
|
|
2022
Q3 | $3.15M | Hold |
134,129
| – | – | 0.95% | 35 |
|
|
2022
Q2 | $3.41M | Sell |
134,129
-8,910
| -6% | -$227K | 0.95% | 25 |
|
|
2022
Q1 | $3.83M | Hold |
143,039
| – | – | 0.86% | 37 |
|
|
2021
Q4 | $4.28M | Buy |
143,039
+29,326
| +26% | +$877K | 0.87% | 41 |
|
|
2021
Q3 | $3.12M | Buy |
113,713
+11,000
| +11% | +$301K | 0.45% | 84 |
|
|
2021
Q2 | $2.71M | Buy |
102,713
+33,853
| +49% | +$893K | 0.39% | 91 |
|
|
2021
Q1 | $1.97M | Sell |
68,860
-2,030
| -3% | -$58K | 0.3% | 98 |
|
|
2020
Q4 | $1.46M | Buy |
+70,890
| New | +$1.46M | 0.25% | 107 |
|
|
2018
Q1 | – | Sell |
-98,425
| Closed | -$2.76M | – | 211 |
|
|
2017
Q4 | $2.76M | Sell |
98,425
-3,480
| -3% | -$97.6K | 0.26% | 119 |
|
|
2017
Q3 | $3.26M | Buy |
101,905
+13,395
| +15% | +$429K | 0.31% | 110 |
|
|
2017
Q2 | $2.65M | Buy |
88,510
+59,120
| +201% | +$1.77M | 0.26% | 115 |
|
|
2017
Q1 | $761K | Hold |
29,390
| – | – | 0.08% | 127 |
|
|
2016
Q4 | $908K | Sell |
29,390
-4,540
| -13% | -$140K | 0.08% | 127 |
|
|
2016
Q3 | $793K | Buy |
33,930
+3,810
| +13% | +$89K | 0.07% | 119 |
|
|
2016
Q2 | $633K | Buy |
30,120
+5,650
| +23% | +$119K | 0.06% | 125 |
|
|
2016
Q1 | $477K | Buy |
24,470
+3,820
| +18% | +$74.5K | 0.05% | 121 |
|
|
2015
Q4 | $431K | Buy |
+20,650
| New | +$431K | 0.04% | 130 |
|