Teachers Advisors’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | $5M | Buy |
204,249
+148,789
| +268% | +$3.64M | 0.01% | 1429 |
|
2018
Q4 | $1.2M | Hold |
55,460
| – | – | ﹤0.01% | 2104 |
|
2018
Q3 | $1.47M | Buy |
55,460
+2,586
| +5% | +$68.4K | ﹤0.01% | 2133 |
|
2018
Q2 | $1.45M | Buy |
52,874
+489
| +0.9% | +$13.4K | ﹤0.01% | 2134 |
|
2018
Q1 | $1.45M | Hold |
52,385
| – | – | ﹤0.01% | 2034 |
|
2017
Q4 | $1.47M | Hold |
52,385
| – | – | ﹤0.01% | 2032 |
|
2017
Q3 | $1.68M | Hold |
52,385
| – | – | ﹤0.01% | 1941 |
|
2017
Q2 | $1.57M | Buy |
52,385
+5,343
| +11% | +$160K | ﹤0.01% | 1966 |
|
2017
Q1 | $1.22M | Buy |
47,042
+815
| +2% | +$21.1K | ﹤0.01% | 2076 |
|
2016
Q4 | $1.43M | Buy |
46,227
+873
| +2% | +$27K | ﹤0.01% | 1978 |
|
2016
Q3 | $1.06M | Buy |
45,354
+8,383
| +23% | +$196K | ﹤0.01% | 2042 |
|
2016
Q2 | $777K | Buy |
36,971
+5,997
| +19% | +$126K | ﹤0.01% | 2173 |
|
2016
Q1 | $604K | Sell |
30,974
-2,030
| -6% | -$39.6K | ﹤0.01% | 2240 |
|
2015
Q4 | $688K | Buy |
33,004
+8,170
| +33% | +$170K | ﹤0.01% | 2225 |
|
2015
Q3 | $477K | Sell |
24,834
-3,464
| -12% | -$66.5K | ﹤0.01% | 2430 |
|
2015
Q2 | $576K | Buy |
28,298
+5,480
| +24% | +$112K | ﹤0.01% | 2446 |
|
2015
Q1 | $452K | Hold |
22,818
| – | – | ﹤0.01% | 2483 |
|
2014
Q4 | $462K | Hold |
22,818
| – | – | ﹤0.01% | 2476 |
|
2014
Q3 | $428K | Sell |
22,818
-1,380
| -6% | -$25.9K | ﹤0.01% | 2486 |
|
2014
Q2 | $501K | Sell |
24,198
-623
| -3% | -$12.9K | ﹤0.01% | 2434 |
|
2014
Q1 | $509K | Hold |
24,821
| – | – | ﹤0.01% | 2394 |
|
2013
Q4 | $513K | Buy |
24,821
+2,470
| +11% | +$51.1K | ﹤0.01% | 2367 |
|
2013
Q3 | $421K | Sell |
22,351
-2
| -0% | -$38 | ﹤0.01% | 2424 |
|
2013
Q2 | $426K | Buy |
+22,353
| New | +$426K | ﹤0.01% | 2329 |
|