AGF Management’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-103,226
| Closed | -$2.85M | – | 795 |
|
|
2023
Q3 | $2.85M | Sell |
103,226
-14,182
| -12% | -$391K | 0.02% | 411 |
|
|
2023
Q2 | $3.48M | Buy |
117,408
+32,507
| +38% | +$964K | 0.03% | 378 |
|
|
2023
Q1 | $2.99M | Buy |
84,901
+2,467
| +3% | +$86.8K | 0.02% | 444 |
|
|
2022
Q4 | $3.34M | Buy |
+82,434
| New | +$3.34M | 0.02% | 379 |
|