BERNARDO WEALTH PLANNING LLC – Univest Financial Corporation Transaction History
BERNARDO WEALTH PLANNING LLC portfolio value:
$361,000
portfolio value
BERNARDO WEALTH PLANNING 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 | Decrease | -2.55% | -360 shares | 2K | $23.48 | 13.75K |
| Q2 2022 | share | Increase | +0.11% | 16 shares | -18K | $25.44 | 14.11K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $26.76 | 13.11K | |
| Q4 2021 | share | Increase | +21.42% | 2.31K shares | 97K | $30.06 | 13.11K |
| Q3 2021 | share | Increase | +1.57% | 167 shares | 15K | $27.21 | 10.79K |
| Q2 2021 | share | Increase | +0.01% | 1 shares | -23K | $26.01 | 10.63K |
| Q1 2021 | share | Increase | 0.00% | 10.63K shares | 303K | $28 | 10.63K |
| Q4 2020 | share | Decrease | -100.00% | -20.21K shares | -290K | $20 | 0 |
| Q3 2020 | share | Decrease | -7.99% | -1.75K shares | -64K | $13.97 | 20.21K |
| Q2 2020 | share | Increase | +6.14% | 1.27K shares | 17K | $15.5 | 21.96K |
| Q1 2020 | share | Increase | +0.01% | 2 shares | -217K | $15.48 | 20.69K |
| Q4 2019 | share | Increase | +0.01% | 2 shares | 27K | $25.14 | 20.69K |
| Q3 2019 | share | Increase | +0.01% | 2 shares | -16K | $23.77 | 20.69K |
| Q2 2019 | share | Increase | 0.00% | 20.68K shares | 543K | $24.28 | 20.68K |