ALPS Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Buy |
10,436
+126
| +1% | +$4.59K | ﹤0.01% | 811 |
|
|
2025
Q1 | $357K | Buy |
+10,310
| New | +$357K | ﹤0.01% | 746 |
|
|
2021
Q3 | – | Sell |
-8,454
| Closed | -$309K | – | 1028 |
|
|
2021
Q2 | $309K | Hold |
8,454
| – | – | ﹤0.01% | 817 |
|
|
2021
Q1 | $326K | Sell |
8,454
-2,061
| -20% | -$79.5K | ﹤0.01% | 753 |
|
|
2020
Q4 | $341K | Sell |
10,515
-320
| -3% | -$10.4K | ﹤0.01% | 630 |
|
|
2020
Q3 | $233K | Buy |
+10,835
| New | +$233K | ﹤0.01% | 799 |
|
|
2017
Q3 | – | Sell |
-11,005
| Closed | -$431K | – | 873 |
|
|
2017
Q2 | $431K | Buy |
+11,005
| New | +$431K | ﹤0.01% | 643 |
|
|
2015
Q3 | – | Sell |
-13,752
| Closed | -$553K | – | 772 |
|
|
2015
Q2 | $553K | Buy |
13,752
+214
| +2% | +$8.61K | ﹤0.01% | 384 |
|
|
2015
Q1 | $509K | Buy |
+13,538
| New | +$509K | ﹤0.01% | 551 |
|