Smith Group Asset Management’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-3,780
| Closed | -$75K | – | 432 |
|
|
2015
Q1 | $75K | Buy |
3,780
+1,540
| +69% | +$30.6K | ﹤0.01% | 312 |
|
|
2014
Q4 | $45K | Hold |
2,240
| – | – | ﹤0.01% | 310 |
|
|
2014
Q3 | $42K | Hold |
2,240
| – | – | ﹤0.01% | 272 |
|
|
2014
Q2 | $46K | Buy |
2,240
+630
| +39% | +$12.9K | ﹤0.01% | 266 |
|
|
2014
Q1 | $33K | Hold |
1,610
| – | – | ﹤0.01% | 276 |
|
|
2013
Q4 | $33K | Hold |
1,610
| – | – | ﹤0.01% | 263 |
|
|
2013
Q3 | $30K | Buy |
+1,610
| New | +$30K | ﹤0.01% | 267 |
|