IVC WEALTH ADVISORS LLC – Univest Financial Corporation Transaction History
IVC WEALTH ADVISORS LLC portfolio value:
$884,000
portfolio value
IVC WEALTH 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 | +0.47% | 175 shares | -69K | $23.48 | 37.65K |
| Q2 2022 | share | Decrease | -7.72% | -3.13K shares | -134K | $25.44 | 37.47K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $26.76 | 40.61K | |
| Q4 2021 | share | Decrease | -8.97% | -4K shares | -7K | $30.06 | 40.61K |
| Q3 2021 | share | Decrease | -2.04% | -930 shares | 21K | $27.21 | 44.61K |
| Q2 2021 | share | 0.00% | 0 shares | -101K | $26.01 | 45.54K | |
| Q1 2021 | share | Decrease | -4.12% | -1.95K shares | 325K | $28 | 45.54K |
| Q4 2020 | share | Increase | 0.00% | 47.49K shares | 977K | $20 | 47.49K |