TD Asset Management’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-31,419
| Closed | -$678K | – | 1390 |
|
|
2018
Q4 | $678K | Sell |
31,419
-9,700
| -24% | -$209K | ﹤0.01% | 1153 |
|
|
2018
Q3 | $1.09M | Buy |
41,119
+6,100
| +17% | +$161K | ﹤0.01% | 1138 |
|
|
2018
Q2 | $963K | Buy |
35,019
+3,100
| +10% | +$85.2K | ﹤0.01% | 1135 |
|
|
2018
Q1 | $884K | Buy |
31,919
+200
| +0.6% | +$5.54K | ﹤0.01% | 1090 |
|
|
2017
Q4 | $890K | Buy |
31,719
+18,719
| +144% | +$525K | ﹤0.01% | 1076 |
|
|
2017
Q3 | $416K | Buy |
+13,000
| New | +$416K | ﹤0.01% | 1191 |
|