TBA
Tower Bridge Advisors’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,282
| Closed | -$249K | – | 199 |
|
|
2019
Q4 | $249K | Hold |
9,282
| – | – | 0.03% | 182 |
|
|
2019
Q3 | $242K | Hold |
9,282
| – | – | 0.03% | 190 |
|
|
2019
Q2 | $244K | Hold |
9,282
| – | – | 0.03% | 187 |
|
|
2019
Q1 | $227K | Hold |
9,282
| – | – | 0.03% | 187 |
|
|
2018
Q4 | $200K | Sell |
9,282
-2,409
| -21% | -$52K | 0.03% | 189 |
|
|
2018
Q3 | $309K | Buy |
+11,691
| New | +$309K | 0.03% | 169 |
|
|
2017
Q3 | – | Sell |
-12,709
| Closed | -$381K | – | 209 |
|
|
2017
Q2 | $381K | Sell |
12,709
-1,530
| -11% | -$45.8K | 0.04% | 161 |
|
|
2017
Q1 | $369K | Hold |
14,239
| – | – | 0.04% | 161 |
|
|
2016
Q4 | $440K | Hold |
14,239
| – | – | 0.05% | 154 |
|
|
2016
Q3 | $333K | Hold |
14,239
| – | – | 0.04% | 166 |
|
|
2016
Q2 | $299K | Sell |
14,239
-5,700
| -29% | -$120K | 0.04% | 171 |
|
|
2016
Q1 | $389K | Sell |
19,939
-1,300
| -6% | -$25.4K | 0.05% | 156 |
|
|
2015
Q4 | $443K | Hold |
21,239
| – | – | 0.06% | 151 |
|
|
2015
Q3 | $408K | Hold |
21,239
| – | – | 0.06% | 149 |
|
|
2015
Q2 | $432K | Hold |
21,239
| – | – | 0.05% | 144 |
|
|
2015
Q1 | $420K | Hold |
21,239
| – | – | 0.05% | 149 |
|
|
2014
Q4 | $430K | Sell |
21,239
-436
| -2% | -$8.83K | 0.05% | 149 |
|
|
2014
Q3 | $406K | Sell |
21,675
-1,000
| -4% | -$18.8K | 0.05% | 150 |
|
|
2014
Q2 | $469K | Sell |
22,675
-2,000
| -8% | -$41.4K | 0.06% | 144 |
|
|
2014
Q1 | $506K | Sell |
24,675
-4,816
| -16% | -$98.8K | 0.07% | 134 |
|
|
2013
Q4 | $610K | Sell |
29,491
-3,000
| -9% | -$62K | 0.08% | 125 |
|
|
2013
Q3 | $612K | Buy |
32,491
+10,436
| +47% | +$197K | 0.09% | 122 |
|
|
2013
Q2 | $421K | Buy |
+22,055
| New | +$421K | 0.06% | 140 |
|