UF
HARL
Univest Financial’s HARLEYSVILLE SVGS FINCL CRP HARL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,054
| Closed | -$218K | – | 142 |
|
|
2019
Q4 | $218K | Buy |
+10,054
| New | +$218K | 0.09% | 98 |
|
|
2017
Q2 | – | Sell |
-10,054
| Closed | -$231K | – | 96 |
|
|
2017
Q1 | $231K | Hold |
10,054
| – | – | 0.1% | 90 |
|
|
2016
Q4 | $218K | Sell |
10,054
-500
| -5% | -$10.8K | 0.09% | 98 |
|
|
2016
Q3 | $194K | Sell |
10,554
-1,060
| -9% | -$19.5K | 0.09% | 89 |
|
|
2016
Q2 | $210K | Hold |
11,614
| – | – | 0.1% | 92 |
|
|
2016
Q1 | $221K | Sell |
11,614
-202
| -2% | -$3.84K | 0.1% | 87 |
|
|
2015
Q4 | $234K | Hold |
11,816
| – | – | 0.11% | 89 |
|
|
2015
Q3 | $220K | Hold |
11,816
| – | – | 0.11% | 82 |
|
|
2015
Q2 | $221K | Hold |
11,816
| – | – | 0.1% | 81 |
|
|
2015
Q1 | $217K | Sell |
11,816
-148
| -1% | -$2.72K | 0.1% | 82 |
|
|
2014
Q4 | $206K | Hold |
11,964
| – | – | 0.09% | 80 |
|
|
2014
Q3 | $197K | Sell |
11,964
-570
| -5% | -$9.39K | 0.09% | 81 |
|
|
2014
Q2 | $216K | Sell |
12,534
-200
| -2% | -$3.45K | 0.1% | 78 |
|
|
2014
Q1 | $223K | Sell |
12,734
-300
| -2% | -$5.25K | 0.11% | 74 |
|
|
2013
Q4 | $235K | Sell |
13,034
-4
| -0% | -$72 | 0.12% | 74 |
|
|
2013
Q3 | $241K | Sell |
13,038
-1,419
| -10% | -$26.2K | 0.13% | 73 |
|
|
2013
Q2 | $275K | Buy |
+14,457
| New | +$275K | 0.15% | 63 |
|