COMPASS ION ADVISORS, LLC – Univest Financial Corporation Transaction History
COMPASS ION ADVISORS, LLC portfolio value:
$1.28M
portfolio value
COMPASS ION ADVISORS, LLC quarter portfolio value change:
-7.70%
quarter
Univest Financial Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.62% | 2.91K shares | -34K | $23.48 | 54.74K |
| Q2 2022 | share | Increase | +0.18% | 95 shares | -65K | $25.44 | 51.82K |
| Q1 2022 | share | Increase | +0.16% | 81 shares | -161K | $26.76 | 51.73K |
| Q4 2021 | share | Increase | +0.15% | 78 shares | 132K | $30.06 | 51.65K |
| Q3 2021 | share | Increase | +0.02% | 9 shares | 53K | $27.21 | 51.57K |
| Q2 2021 | share | Increase | +0.32% | 163 shares | -110K | $26.01 | 51.56K |
| Q1 2021 | share | Increase | +0.17% | 89 shares | 414K | $28 | 51.40K |
| Q4 2020 | share | 0.00% | 0 shares | 319K | $20 | 51.31K | |
| Q3 2020 | share | Decrease | -1.91% | -1K shares | -107K | $13.97 | 51.31K |
| Q2 2020 | share | 0.00% | 0 shares | -10K | $15.5 | 52.31K | |
| Q1 2020 | share | Decrease | -4.93% | -2.71K shares | -620K | $15.48 | 52.31K |
| Q4 2019 | share | Increase | 0.00% | 55.02K shares | 1.47M | $25.14 | 55.02K |