AGF Investments LLC’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $1.59M | Buy |
44,454
+18,486
| +71% | +$661K | 0.15% | 76 |
|
2022
Q2 | $911K | Buy |
+25,968
| New | +$911K | 0.09% | 153 |
|
2022
Q1 | – | Sell |
-942
| Closed | -$34K | – | 518 |
|
2021
Q4 | $34K | Buy |
+942
| New | +$34K | ﹤0.01% | 386 |
|
2021
Q2 | – | Sell |
-984
| Closed | -$38K | – | 504 |
|
2021
Q1 | $38K | Sell |
984
-399
| -29% | -$15.4K | ﹤0.01% | 336 |
|
2020
Q4 | $45K | Buy |
+1,383
| New | +$45K | 0.01% | 324 |
|
2019
Q4 | – | Sell |
-119
| Closed | -$5K | – | 689 |
|
2019
Q3 | $5K | Sell |
119
-119
| -50% | -$5K | ﹤0.01% | 546 |
|
2019
Q2 | $9K | Hold |
238
| – | – | ﹤0.01% | 530 |
|
2019
Q1 | $9K | Hold |
238
| – | – | ﹤0.01% | 512 |
|
2018
Q4 | $7K | Buy |
+238
| New | +$7K | ﹤0.01% | 615 |
|
2017
Q2 | – | Sell |
-202
| Closed | -$9K | – | 793 |
|
2017
Q1 | $9K | Hold |
202
| – | – | ﹤0.01% | 642 |
|
2016
Q4 | $10K | Buy |
+202
| New | +$10K | ﹤0.01% | 632 |
|