TAM
Tradition Asset Management’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $240K | Buy |
14,909
+490
| +3% | +$7.89K | 0.07% | 158 |
|
|
2020
Q1 | $235K | Hold |
14,419
| – | – | 0.08% | 157 |
|
|
2019
Q4 | $386K | Sell |
14,419
-295
| -2% | -$7.9K | 0.09% | 145 |
|
|
2019
Q3 | $375K | Hold |
14,714
| – | – | 0.1% | 144 |
|
|
2019
Q2 | $386K | Buy |
+14,714
| New | +$386K | 0.1% | 139 |
|