Tradition Capital Management’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 | $419K | Hold |
17,164
| – | – | 0.11% | 134 |
|
|
2018
Q4 | $370K | Sell |
17,164
-165
| -1% | -$3.56K | 0.12% | 142 |
|
|
2018
Q3 | $458K | Sell |
17,329
-3,290
| -16% | -$87K | 0.12% | 141 |
|
|
2018
Q2 | $567K | Sell |
20,619
-27,260
| -57% | -$750K | 0.16% | 118 |
|
|
2018
Q1 | $1.33M | Sell |
47,879
-9,102
| -16% | -$252K | 0.38% | 91 |
|
|
2017
Q4 | $1.6M | Sell |
56,981
-1,574
| -3% | -$44.1K | 0.43% | 78 |
|
|
2017
Q3 | $1.87M | Sell |
58,555
-1,425
| -2% | -$45.6K | 0.61% | 53 |
|
|
2017
Q2 | $1.8M | Sell |
59,980
-1,999
| -3% | -$59.9K | 0.59% | 54 |
|
|
2017
Q1 | $1.61M | Sell |
61,979
-4,225
| -6% | -$109K | 0.52% | 66 |
|
|
2016
Q4 | $2.05M | Sell |
66,204
-1,225
| -2% | -$37.8K | 0.68% | 57 |
|
|
2016
Q3 | $1.58M | Sell |
67,429
-7,350
| -10% | -$172K | 0.55% | 63 |
|
|
2016
Q2 | $1.57M | Sell |
74,779
-1,561
| -2% | -$32.8K | 0.53% | 59 |
|
|
2016
Q1 | $1.49M | Sell |
76,340
-6,425
| -8% | -$125K | 0.49% | 62 |
|
|
2015
Q4 | $1.73M | Buy |
82,765
+4,035
| +5% | +$84.1K | 0.58% | 60 |
|
|
2015
Q3 | $1.51M | Buy |
78,730
+4,643
| +6% | +$89.2K | 0.56% | 63 |
|
|
2015
Q2 | $1.51M | Buy |
74,087
+5,185
| +8% | +$106K | 0.49% | 67 |
|
|
2015
Q1 | $1.36M | Buy |
68,902
+1,440
| +2% | +$28.5K | 0.44% | 73 |
|
|
2014
Q4 | $1.37M | Buy |
67,462
+95
| +0.1% | +$1.92K | 0.43% | 69 |
|
|
2014
Q3 | $1.26M | Buy |
67,367
+2,665
| +4% | +$50K | 0.4% | 74 |
|
|
2014
Q2 | $1.34M | Buy |
64,702
+280
| +0.4% | +$5.8K | 0.42% | 80 |
|
|
2014
Q1 | $1.32M | Sell |
64,422
-2,070
| -3% | -$42.4K | 0.43% | 80 |
|
|
2013
Q4 | $1.38M | Buy |
66,492
+1,525
| +2% | +$31.5K | 0.45% | 74 |
|
|
2013
Q3 | $1.22M | Buy |
64,967
+1,500
| +2% | +$28.3K | 0.43% | 78 |
|
|
2013
Q2 | $1.21M | Buy |
+63,467
| New | +$1.21M | 0.45% | 75 |
|