ZDA
Zweig-DiMenna Associates’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-167,169
| Closed | -$4.63M | – | 170 |
|
|
2018
Q1 | $4.63M | Hold |
167,169
| – | – | 0.41% | 66 |
|
|
2017
Q4 | $4.69M | Buy |
167,169
+34,477
| +26% | +$967K | 0.51% | 58 |
|
|
2017
Q3 | $4.25M | Hold |
132,692
| – | – | 0.38% | 69 |
|
|
2017
Q2 | $3.97M | Sell |
132,692
-2,559
| -2% | -$76.6K | 0.29% | 93 |
|
|
2017
Q1 | $3.5M | Hold |
135,251
| – | – | 0.32% | 88 |
|
|
2016
Q4 | $4.18M | Buy |
+135,251
| New | +$4.18M | 0.3% | 96 |
|