SNT
Security National Trust’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-984
| Closed | -$26K | – | 366 |
|
|
2019
Q2 | $26K | Hold |
984
| – | – | 0.01% | 280 |
|
|
2019
Q1 | $24K | Buy |
+984
| New | +$24K | 0.01% | 281 |
|
|
2014
Q2 | – | Sell |
-984
| Closed | -$20K | – | 542 |
|
|
2014
Q1 | $20K | Hold |
984
| – | – | 0.01% | 356 |
|
|
2013
Q4 | $20K | Hold |
984
| – | – | 0.01% | 351 |
|
|
2013
Q3 | $19K | Hold |
984
| – | – | 0.01% | 337 |
|
|
2013
Q2 | $19K | Buy |
+984
| New | +$19K | 0.01% | 332 |
|